Associate Account Manager

Do you enjoy helping customers and working with a team? Are you good at problem solving and do you thrive in a fast paced environment? If so, we are looking for you! R&R Insurance; one of the largest family owned independent agencies in the Midwest, and recent winner of Great Places to Work in Insurance, is looking for an Associate Account Manager to join our team in Waukesha. Let us invest in your future! Become a Knowledge Broker and be proud of the company you work for! REQUIREMENTS * 2-3 years of customer service experience * Experience working within commercial lines insurance agency is a PLUS; * Strong technology skills including proficiency with Windows based agency management systems, database functionality, electronic document management system and internet navigation * Comfortable speaking to clients and carriers over the phone and in person * Sound organizational skills with the ability to multi-task in a fast-paced environment * Exceptional customer focused disposition * High School Diploma / Associate degree desired * Property and Casualty Insurance License is a PLUS RESPONSIBILITIES As an Associate Account Manager, the appropriate onboarding and mentorship is provided to learn/apply R&R Insurance systems and processes. The primary focus of this full-time position is to manage multi-line commercial accounts. This includes the direct response to customers' daily service requests, evaluating and recommending coverages to meet the needs of the client/prospect, negotiating with markets for optimum coverage, and maintaining solid carrier relations. You will be responsible for assisting with market selection by creating applications and proposals. Other major responsibilities include reconciliation of account discrepancies, invoicing, reviewing policies for accuracy, processing certificates, binders, change requests, claims, audits and endorsements. WHY WORK FOR R&R? * R&R offers careers, not "jobs" * Competitive salary and paid time off benefits * Every other Friday afternoon off (standard office hours are Monday through Friday 8:00 - 4:30) * Generous paid vacation and paid holiday schedule * Discounted passes to local area attractions * Smart Casual attire * Onsite Workout Facility (Waukesha only) * Sit/stand desks for ergonomic comfort (Waukesha only) * Community involvement through creative fundraising events * Opportunity to express yourself through a variety of company sponsored committees * The culture of a small company with the benefits of a large company * Company paid licensing and continuing education * Family friendly work environment with a 37.5 hour work week * 401K with company match and annual profit sharing * Medical, Dental, Vision, Life, Flex Spending Accounts and more! * Discount on personal auto and homeowners insurance * Opportunity to advance your career! See for yourself why R&R is continuing to grow and prosper. Join the Knowledgebroker Team today!

Created: 2024-11-04