Commercial Insurance Associate Account Manager

 A pioneer in insurance technology, Insureon operates the largest insurance marketplace for the online delivery of commercial insurance to small and medium-sized businesses in the U.S. Our ecommerce platform allows business owners to easily compare insurance quotes from top-rated companies, buy policies, and manage their coverage. We also license our proprietary technology to other brokerages, independent agencies, and industry participants who are looking to service their own clients more effectively. We are integrated with every major U.S. carrier, manage over ~$500M in premium annually and are licensed in all 50 states. For more information, visit http://www.insureon.com.


 
We place a high value on having fun at work, personal and company integrity and teamwork, and we believe our success is truly a team sport. We foster a service mentality inside and outside our company and our fast-paced team is driven by results and is energetic about servicing our clients.
 
We believe that our team members know what work location will enable them to do their best work in serving our customers. As an eCommerce workplace, we have prioritized working as virtual-first and offer access to office space in our Chicago and Denver locations as a resource to work from instead of a daily workplace.


 
Summary of the Role:
 
Objective: To provide assistance and support to the AM (Account Management) Team Leads daily job functions as well as growing knowledge of the AM desk and products to gain experience to eventually service own book of business as an Account Manager. The priority function of this role will be to assist the AM Leads of a specific Desk, followed by the rest of the AMs.
 
This role is viewed as a developmental position with the objective of obtaining the skills, proficiencies and sustained performance necessary to migrate to an Account Managers role over the course of time.
 
We are looking for a Digital Associate Account Manager to join our firm. This role is viewed as a developmental position with the objective of obtaining the skills, proficiencies and sustained performance to support our Digital Account Managers through retaining and servicing their book of business.
 
This position is remote and can be located anywhere in the US.


 
Essential Functions and Responsibilities;
 

  
Approved State Licenses needed
  
Prepare and submit renewal applications
  
Identify and execute cross-sell opportunities
  
Broker the terms and conditions of insurance contracts
  
Coordinate and monitor account servicing
  
Other duties may be assigned


 
 
Additional or Daily Responsibilities:
 

  
Assist the AM team members to act on alerts in the agency management system
  
Follow up with Carrier/ Client on new business quotes and renewals.
  
Review renewal data and assist AMs to maximize our book retention rate.
  
Support policy cancellation process.
  
Assist with customer servicing requests from clients by working with internal teams and carrier service centers.
  
Deliver excellent customer service to delight our customers in every online and offline interaction.
  
Have a full understanding of the processes in our agency management system to be able to assist in working renewals, process endorsements, cancellations, LPR’s, rating and Certificates
  
Successfully be able to prioritize and support the workloads for at least 2 Account Managers
  
Coverage training and utilization of carrier trainings
  
Back up the Account Manager in the event they are busy or out of the office
  
Support client needs in a timely and well thought out manor to include answering and or making phone calls to clients, billing issues, audit questions, coverage inquiries, application support, quotes and contract reviews
  
Develop strong communication with Underwriters to build our relationship


 
 
Qualifications:
 

  
1-2 years of relevant experience.
  
Familiar with Customer Account Servicing in regulated/financial services experience preferred.
 
 
Education/Experience:
 

  
High School Degree Required
  
4 Year Degree Preferred
 
 
Computer Skills: Word processing, spreadsheets, email software and other related programs. Proficient at working with 3rd Party or Agency management systems, Various Web Applications, Client or Insureon Agent portals and other related online applications.
 
Physical Demands or Requirements: This role requires sitting at a workstation for extended periods of time, while working in a dedicated office space in your home environment.
 
Travel Requirements:
 
This is a virtual first company and no travel is required to complete the responsibilities of this assignment.


 
Notice: Insureon does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factor.