Commercial Lines Associate Account Manager

Job Description

Job Description

Commercial Lines Associate Account Manager

Job Summary:

The Commercial Lines Associate Account Manager plays a crucial role in providing administrative support to Account Managers and Producers in the insurance industry. This position involves handling various tasks such as processing policy changes, endorsements, and invoices, as well as assisting with renewals, claims, and client inquiries. This role offers an opportunity to be part of a dynamic team and contribute to the success of a leading insurance organization.

Duties and Responsibilities:

• Handle policy changes, endorsements, renewals, cancellations, policy checks, and billing.
• Answer client questions, gather information, provide proofs of insurance, and assist with renewal processes.
• Access carrier systems, obtain necessary documents, and assist with carrier communications.
• Ensure data accuracy and integrity by documenting all client and carrier interactions.
• Work collaboratively with team members and build strong relationships with internal and external stakeholders; participate in regular team meetings.
• Complete general administrative tasks including answering calls, handling mail, and performing clerical duties.
• Manage workload effectively to meet established quality and timeliness performance metrics.
• Adhere to documented processes and procedures outlined in the servicing workflow.

Qualifications:

• Required
  • High School Diploma or GED
  • 1-2 years of Insurance Experience

• Preferred
  • Bachelor's Degree
  • Experience with Epic/Applied agency software
  • Property & Casualty License

Knowledge, Skills, & Abilities:

• Proficient in Microsoft Office Suite (Word, Excel, Outlook)
• Basic understanding of insurance products, coverage types, and rating concepts, with a willingness to learn more.
• Developing decision-making and problem-solving skills with the ability to ask questions and seek guidance when needed.
• Comfortable using computers and learning agency management systems and other office software.
• Clear and respectful communicator, both verbally and in writing.
• Able to stay organized and manage multiple tasks in a busy environment.
• Shows professionalism, reliability, and a positive attitude in daily interactions.
• Works well with others and contributes to a supportive, team-oriented workplace.

Company Values & Culture:

At Dexter & Company, we are guided by our core values:

• Teamwork - We collaborate selflessly to achieve shared success, valuing diverse perspectives and supporting one another with trust and respect. We take accountability for our role within the team, contributing proactively, communicating openly, and prioritizing the collective goal over individual interests. We remain solution-oriented, addressing challenges with a constructive mindset and a commitment to progress.
• Integrity - We uphold the highest ethical standards in every decision and action, ensuring honesty, fairness, and transparency in all interactions. We take accountability for our choices, owning both our successes and failures, and consistently doing what is right-even when no one is watching.
• Professionalism - We set the gold standard in expertise, respect, and conduct, treating others as we wish to be treated while consistently representing our organization with excellence. We take accountability for our performance and behavior, ensuring that our words and actions reflect reliability, competence, and a commitment to continuous improvement.
• Superior Service - We go above and beyond to exceed expectations, anticipating needs and delivering outstanding experiences to clients and colleagues alike. We take accountability for the quality of our service, acting with urgency, ownership, and a relentless commitment to adding value in every interaction. We continuously seek innovative ways to improve, adapt, and elevate the service we provide.

In addition to our core values, Service Beyond Self is part of our mission and who we are as an organization - building on our Superior Service.

• Service Beyond Self - We extend our commitment to Superior Service beyond our organization, actively engaging in efforts that strengthen and support our local communities. We take accountability for making a difference through volunteerism, philanthropy, and responsible corporate citizenship.

We foster an environment where employees are empowered to grow and contribute meaningfully. The ideal candidate will align with these principles and integrate them into their daily work.