Associate Account Manager Position

ASZ International, Inc.; North Carolina; On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive compensation

Work-life balance

Supportive culture

Professional development opportunities

Job summary

An independent insurance agency in North Carolina is seeking an Account Manager. The role demands strong organizational and communication skills, a passion for service, and the ability to work independently. With a focus on professional development and a supportive culture, the candidate will manage daily operations, support Account Managers, and maintain client documentation. Experience with MS Office tools required, alongside a degree or equivalent experience.

Qualifications

• Passion is the most important characteristic.
• Experience in an electronic environment is required.
• Ability to operate carrier proprietary systems effectively.

Responsibilities

• Manage daily operations in collaboration with team members.
• Assist Account Managers with workflow processes.
• Maintain client files and documentation as per agency guidelines.
• Review incoming documents for accuracy.
• Identify professional development opportunities.
• Contribute progressive ideas for client success.
• Engage in special projects and community functions.

Skills

Self-motivation

Communication skills

Time management

Organization

Education

Associates degree or equivalent experience

Tools

MS Outlook

MS Word

MS Excel

Document management software

Job description

We are one of the top independent insurance agencies in the area. We’re proud to have built a reputation on integrity and first-class service among our clients, partners, and the communities that we serve. We’re on a mission to build long-lasting relationships with our clients, have a positive societal impact through our work, and build an inclusive culture where all people can thrive and do their best work.

Teamwork, personal excellence, and growth matter to us, and we know it matters to you, too! When you join us, you’ll have the opportunity to continue learning, develop new skills, and grow personally and professionally. We celebrate achievement and reward our employees for their great ideas, attitude, and teamwork. This role has an extensive training program built in to help ensure you are successful as an Account Manager!

When you join us, you can expect:

• Competitive compensation
• Work-life balance and employee well-being
• A supportive people-first culture and mindset
• A voice at the table to create constructive change and work on purposeful products
• Time dedicated to professional development

What you’re good at

You’re a self-starter and an independent learner who enjoys mastering new skills quickly. With very little supervision, you anticipate needs, act, and create efficiencies. You’re organized and know the art of building relationships with teammates, clients and vendors. This role performs a wide range of duties across planning, education, research and analysis for both existing and prospective clients. Using your impeccable communication skills and work ethic, you will apply critical thinking skills, work independently, and anticipate agency needs and client questions.

Position Responsibilities:

• Work with other members of the team to manage daily operations
• Assist Account Managers with specific workflow processes to ensure client success
• Maintain client files and ensure proper documentation, by processing policies, endorsement changes, invoices, binders, audits, cancellation notices, certificates of insurance, documentation, activities, etc., according to agency guidelines
• Review incoming documents/contracts to ensure items are received as ordered.
• Identify a professional development track including certain industry designations (e.g. CISR, CIC, CRM, CWCA, and CPCU), and work toward earning identified certification(s) and/or designation(s).
• Participate, and bring progressive ideas to the organization, so that we can better help our clients succeed.
• Participate in any special projects and/or community functions

Qualifications & Education:

• Passion. This is the single most important characteristic within our organization.
• Associates degree from an accredited college, or equivalent combination of formal education andrelevant work experience required.
• Experience and expertise operating in an electronic environment.
• Excellent automation skills, including, MS Outlook, MS Word, MS Excel, document management software,carrier proprietary systems, and phone systems.
• Time management, organization, and communication skills (verbal and written).
• High degree of self-motivation and self-direction.