Associate Account Manager: Client Projects & Delivery

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

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