Associate Account Manager, Management Liability

About Specialty Program Group:

Our goal is to partner with industry-leading specialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Program Group offers access to capital and investment, deep carrier relationships, creative thinking, product development and broad distribution, while allowing our businesses to maintain the essence of what makes them successful. Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics.

About Insureon:

Insureon, a division of Specialty Program Group and HUB International, is transforming the insurance industry through innovative distribution strategies, best-in-breed technology, and an unwavering commitment to serving our customers. We’ve become one of the most prominent companies in the Insurtech revolution by challenging conventional thinking and finding unconventional solutions to the industry’s problems. Our efforts have gotten attention, too – we’ve received awards from:

• Entrepreneur Magazine (30th best privately owned company in 2016),

• Inc. Magazine (named one of the fastest-growing companies in 2014 and 2015),

• Insurance Journal (one of the Top 100 Property & Casualty Agencies in 2014, 2015, 2016, and 2021),

• Lexus Nexus (Most Innovative Insurtech award in 2017),

• Crain’s Fast 50 in 2017,

• Digital.com (named on of the top 10 “Best Small Business Insurance Companies of 2021”),

• Insurance Business America (recipient of 5-Star Insurance Technology Provider Award in 2021).

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.

About the Role:

We are looking for an Associate Account Manager to join our firm. The Associate Account Manager will be responsible for the servicing and maintenance of a robust book of Management Liability accounts including Directors, Officers, and Corporate Liability (D&O), Employment Practices Liability Insurance (EPLI), Fiduciary Liability and Crime for the Private Company and Not-For-Profit sectors while upholding high service standards.

This position is remote and can be located anywhere in the US.

Responsibilities:

• Provide highest standard of client service

• Obtaining information and documentation from new and existing clients

• Set-up of new clients in AMS system

• Review and process policy endorsements, loss runs, and notices

• Resolving customer issues

• Collaboration with the team members through the renewal and endorsement processes

• Review applications for completeness and follow up for any necessary information

• Sending applications to carriers to obtain new and renewal quotes

• Accurately document all transactions and conversations in our AMS system

• Independently manages accounts on a day-to-day basis which includes coordinating all services, answering all questions, and resolving problems, which may arise; maintains timeliness and completeness when interacting with clients

• Collaboration with other team members to ensure that basic Client Services tasks have been completed and all renewal documentation is complete.

• Other duties may be assigned to meet business needs.

Additional or Daily Responsibilities:

• High level of organization ability

• High degree of self-discipline and motivation

• Ability to follow processes and procedures and help develop new processes and procedures to help the company become more efficient

• Solution driven, problem solving skills and proven analytical skills Must be detail-oriented

• Must possess the ability to work independently, applying education and professional experience to achieve outstanding results

• Demonstrates highest level technical and cognitive abilities to ensure accuracy, precision and execute client requests on time

• Ability to understand and manage complex accounts while working under tight timeframes

• Team player with a strong work ethic

• Effective, professional verbal and written communication skills

• Position Requirements:

• Active P&C Insurance License preferred

• High level of organization and the ability to set and recognize priorities required

• Excellent communication skills, b