Associate Account Manager

Job Description

Job Description

Position Overview :

This role is designed as a starting point within our organization, offering the opportunity to learn, contribute, and build a strong foundation for your career. While we value the impact you will make in this position, our goal is for you to grow beyond it—developing your skills, gaining new experiences, and preparing to step into expanded responsibilities and future roles within the insurance industry.

This role involves performing a combination of administrative and transactional tasks to ensure the smooth operation of daily activities within the organization. The Associate Account Manager is often the first person that clients, carriers, and potential recruits meet, when they visit Haughn Insurance, which requires that they are courteous and attentive. They must have impeccable attention to detail and a willingness to proactively take on administrative duties ranging from taking calls, distributing mail, scheduling appointments, and helping with financial support. Associate Account Managers work closely with their senior team members, production staff, and clients throughout the year by gathering risk management data, preparing carrier submissions, assisting in negotiating the insurance contracts and premiums, and proactively communicating with clients while handling day-to-day service requests to ensure a great client experience. Additionally, Associate Account Managers are supported in continuing education through certifications and other learning opportunities. Associate Account Managers learn the business of risk management and insurance as they build strong overall business acumen that will move their career forward.

Skills and Qualifications :

• Associate or college preferred
• At least 2 years of related experience required.
• Proficient with Microsoft Office Suite
• Ability to maintain confidential and sensitive information.
• Attention to detail and accurate record keeping.
• Excellent communication skills, both verbal and written.
• Previous experience in administrative or financial support roles is preferred.
• Experience with Applied Epic preferred.

Duties and Responsibilities :

Physical Requirements :

The following physical activities described are a representation of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations. This is a full-time position with office hours 8am-5pm. The candidate should be comfortable working in a fast-paced environment and be able to handle various tasks simultaneously.

While performing the functions of this job, the employee is continuously required to talk or hear; frequently required to sit; and occasionally required to stand, walk, use hands to finger, handle or feel, reach with hands or arms. The noise level in the work environment is usually moderate.