Account Associate

About ECBMECBM is a family-owned and operated insurance broker and consulting firm based in Media, PA. We specialize in high-risk industries that require dedicated, client-based broker services in the areas of Commercial Insurance, Workers' Compensation, Employee Benefits, Cyber Liability, Professional Liability, Farm & Agriculture, and Personal Insurance. Founded in 1970, our mission is to put people- our clients and employees- first. As a privately-owned company, our motto has always been: "No Shareholders, Just Transparency."ECBM operates on three main core values: Empathy, Energy and Tenacity. We test every employee who works here for these three core values because employees must have Empathy to care about our clients, Energy to provide the level of service we require, and Tenacity to go that "extra mile" to solve our clients' challenges.In addition to caring for our clients, we also take pride in caring for our employees. We've been a Best Place to Work in Insurance recipient for the last eight years, and the average length of service of our employees is 11 years.About the RoleECBM is looking for an Account Associate to join our New Business Brokerage Team. This person will report to the Manager of the New Business Brokerage. The Associate would provide processing, technical, and rating support to this team. This person will assist with new business opportunities by supporting the firm's cross selling and account rounding efforts. Core ResponsibilitiesIn conjunction with the New Business team, prepare new business insurance submissions, including:Creating new clients in Agency Management SystemGathering and requesting carrier loss runsPrepare Acord applications for coveragePrepare Loss SummariesCreate driver, vehicle, and property schedules in ExcelAssist in preparation of other support materials used to negotiate winning terms with insurance carriersAssist in creating insurance proposalsPerform system binding needs within ECBM standards, including:Prepare binders Prepare Auto ID Cards, filings, invoices, and other documentationNotify other departments of client's service needs or important policy conditions including accounting, claims, etc.Assist in completing the Binding ChecklistEnter Billing Information in Agency Management System and confirm paymentProvide rating support to marketing including state fund and assigned risk for Workers Compensation and AutomobileAssist with business placement in the "select" business segment (Under $5,000)Develop and maintain relationships with other department personnelSpecial projects as assigned by the managerManage and track internal filing system of all unit documentationAssist in Marketing Strategy for New Business clientsMeet and network with agency carrier partners to develop underwriting relationshipsEducation & ExperienceCollege degree preferred, but high school diploma or equivalency requiredProperty Casualty Agent's License preferred, must pass Property Casualty Agent's License Exam within three (3) months of hireMust have good communication skills, both verbal and written.Must have strong Excel skillsGood listening skills are required as well as desire to solve problems.Should possess an understanding of negotiation process. Professional Designation is a plus.BenefitsCompetitive PayHealth and Welfare Programs Including Medical, Dental, and Vision InsuranceRetirement and Income Protection Programs, including a 401k planWork/Life Balance Including PTO, Holidays and Remote work opportunitiesCareer Advancement Opportunities

Created: 2024-11-23