Associate Account Manager

Insurance Administrative Solutions, L.l.c.; Farmington, Northern (UT, KY); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. The Associate Account Manager role is to facilitate the work of the account team assigned to a set group of clients by project-managing and communicating with internal service teams to produce work on time and within budget.

High standards for accuracy and professionalism are expected. The Associate Account Manager will support meeting preparation, project plans, budgets and monthly

Qualifications

• 2–4 years of agency experience.
• Basic understanding of marketing terms and processes.
• Must be organized and administratively excellent in handling projects and communication.
• Good grammar and spelling skills.
• Highly proficient in Word, Excel, PowerPoint and Adobe documents for mark up.
• Strong interpersonal skills.

Responsibilities

• Meeting preparation: creates agendas, ensures work is ready from agency team, prepares discussion documents, chronicles decisions and action items into a conference report.
• Develops project plans, timelines, status reports for internal and client needs.
• Interfaces with clients as required by Account Manager or Supervisor.
• Assists the Account Manager or Account Supervisor in developing estimates for work, managing monthly billing with Accounting and Account Manager/Supervisor.
• Handles logistical arrangements for client meetings and internal team meetings.
• Manages the work flow of team projects to/from service departments.
• Develops understanding of client brand guidelines and project background; proofs documents and versions before moving to next stage.
• Preparation of client needs for Operations/Service areas, materials for promotional planning, new business presentations and special projects.
• Other duties as assigned.

Skills

Agency experience

Marketing terms

Organization

Grammar skills

MS Office

Adobe documents

Interpersonal skills

Tools

Word

Excel

PowerPoint

Adobe

Job description

Job Summary

The Associate Account Manager role is to facilitate the work of the account team assigned to a set group of clients by project-managing and communicating with internal service teams to produce work on time and within budget. Associate Account Manager's assist with routine status reports, project plans, scope and budget monitoring, and monthly billings to drive agency activities, profitability, and inform the client. High standards for accuracy and professionalism are expected.

Job Responsibilities

Meeting preparation: creates agendas, ensures work is ready from agency team, prepares discussion documents, chronicles decisions and action items into a conference report

• Develops project plans, timelines, status reports for internal and client needs
• Interfaces with clients as required by Account Manager or Supervisor
• Assists the Account Manager or Account Supervisor in developing estimates for work, managing monthly billing in conjunction with Accounting department and Account Manager/Supervisor
• Handles logistical arrangements for client meetings and internal team meetings
• Manages the work flow of team projects to/from service departments
• Develops proficiency in understanding the clients’ brand guidelines, project background, and other details; proofs documents and versions before moving them to the next stage
• Other core responsibilities include preparation of client needs for Operations/Service areas, participation in preparation of materials for promotional planning, new business presentations and special projects
• Other duties as assigned

Experience and Skills

2-4 years of agency experience

• Basic understanding of marketing and advertising terms and processes
• Must be organized and administratively excellent in handling projects and communication.
• Good grammar and spelling skills
• Highly proficient in Word, Excel, PowerPoint and Adobe documents for mark up
• Strong interpersonal skills

Here at TA we welcome and embrace diversity. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, national origin, protected veteran status, and on the basis of disability.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com. Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities. Please note that all official communications from Integrity will come from @integrity.com or Workday domains. Founded in 2006, Integrity develops and distributes life and health insurance products and wealth products with carrier partners and markets these products through our vast distribution network. Our omnichannel platform helps provide life and health insurance and wealth management services to Americans to fit their unique needs. Wherever you are in life, the future can be a leap of faith.