Associate Account Manager, Personal Lines

**SUMMARY:**

The Associate Account Manager takes on responsibilities in transaction processing and client support. This role is designed for individuals who have obtained their P&C license and demonstrated competency in administrative functions, typically with 1-2 years of insurance or related experience.

Associate Account Managers work on policy processing, routine client inquiries, and carrier interactions while continuing to build technical expertise. This role works closely with Account Managers, Senior Account Managers, and Account Executives to develop client service skills and deepen coverage knowledge.

**ESSENTIAL DUTIES AND RESPONSIBILITIES:**

**_Transaction Processing_**

+ Manage small book of insurance business including: process policy endorsements, cancellations, and reinstatements under supervision
+ Prepare certificates of insurance and evidence of coverage documents
+ Enter and maintain accurate data in agency managemen...