Client Account Representative

Amba; Urbandale (IA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Annual Bonus Program

401k Matching

Paid time off + holidays

Volunteer day off

Hybrid work arrangement

Job summary

AMBA is seeking a talented Client Account Sales Representative to join our growing team in the United States. This role focuses on evaluating applications, underwriting, and rating for broker dealer and RIA space, while building strong client relationships and supporting carriers.

You will manage multiple lines, collaborate with carriers, and negotiate renewal terms. A detail-oriented, team-oriented mindset and solid communication skills are essential in this hybrid role.

Qualifications

• Two to four years of related experience or equivalent.
• Property and Casualty underwriting experience or ability to obtain license in 90 days.
• Knowledge of insurance products and underwriting guidelines.
• Strong organizational skills and attention to detail.
• Excellent written and oral communication skills
• Ability to manage priorities and workflow.
• General PC knowledge including Microsoft Word, Excel, and in-house system.
• Strong interpersonal skills.

Responsibilities

• Maintains and grows multiple lines, including but not limited to E&O, D&O, and Cyber policies.
• Analyzes information sent to the carrier for underwriting.
• Reviews and monitors monthly submissions to admitted and non-admitted markets.
• Develops and fosters relationships with our clients and sub-producers.
• Collaborates with various carriers to gain an understanding of each policy and the coverage provided.
• Negotiates renewal terms and prepares proposal documents for each client renewal.
• Ability to use internal systems and multi-task in a timely manner.
• Demonstrates solid underwriting acumen.
• Manages workload within established service levels.
• Other duties as assigned.

Skills

Underwriting knowledge

Communication skills

Time management

Microsoft Word & Excel

Client relationship skills

Education

High School Diploma or GED

Tools

In-house system

Job description

Description

AMBA is seeking a talented Client Account Sales Representative to join our growing team! We are looking for someone with detail-oriented skills who thrives in an agile, team-oriented environment.

About AMBA

Since 1981, AMBA has been a trusted provider of essential coverage for retired public servants nationwide. Our reach extends to diverse groups, including hardworking public employees, state retirees, educators, military personnel, trade professionals, firefighters, law enforcement, Unions, Alumni groups, Allied Healthcare, and other non-profit associations. As a full-service marketing and membership development company, we proudly offer outstanding insurance services to our vast network of 44 million members across 450+ associations in all 50 states.

Benefits

• Comprehensive benefits package including medical, dental, and vision insurance, spending accounts, and other voluntary benefits.
• Annual Bonus Program.
• Corporate 401k Matching.
• Generous time off, 10 paid company holidays, sick time off, and paid parental leave.
• Community Involvement perks, including 1 paid day off each year to volunteer with a local charity of your choice and company volunteer events.
• Support & development to cultivate your knowledge and continuing education to support your professional designations
• Business casual dress code.
• Hybrid work arrangement, working in the office Monday-Thursday and remotely on Fridays.

About the Role

This position evaluates, underwrites, and rates applications for various lines of program business related to Broker Dealer and RIA space in addition to special event GL coverage. This position will interact with clients and Insurance carriers.

Day-to-Day

• Maintains and grows multiple lines, including but not limited to E&O, D&O, and Cyber policies.
• Analyzes information sent to the carrier for underwriting.
• Reviews and monitors monthly submissions to admitted and non-admitted markets.
• Develops and fosters relationships with our clients and sub-producers.
• Collaborates with various carriers to gain an understanding of each policy and the coverage provided.
• Negotiates renewal terms and prepares proposal documents for each client renewal.
• Ability to use internal systems and multi-task in a timely manner.
• Demonstrates solid underwriting acumen.
• Manages workload within established service levels.
• Other duties as assigned.

Requirements

• Two to four years of related experience or equivalent.
• High School Diploma or GED.
• Property and Casualty underwriting experience or ability to obtain license in 90 days.
• Knowledge of insurance products and underwriting guidelines.
• Strong organizational skills and attention to detail.
• Excellent written and oral communication skills
• Ability to manage priorities and workflow.
• General PC knowledge including Microsoft Word, Excel, and in-house system.
• Strong interpersonal skills.

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer
• Continually required to utilize hand and finger dexterity.
• Continually utilize visual acuity to operate equipment, read technical information, and/or use a keyboard.

AMBA is an equal opportunity employer committed to providing a workplace free from harassment and discrimination. We celebrate the unique differences of our employees because that is what drives curiosity, innovation, and the success of our business. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate. We value diversity and the skills, knowledge, and experience that difference brings to our culture, attracting top talent with shared values and forming the foundation for a great place to work.