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Experienced Account Associate - P&C

Insurance | New Berlin, WI | Full Time

Job Description

Magical Wizard, Account Associate – Do you have the magic?

We work with ambitious companies to help them de-risk their business, boost performance, and grow. If you revel in learning new tools, ideas, or processes - and once you do, you’ll probably do it faster and more accurately than anyone else – then read on, my friend. 

As an Account Associate, you are the wizard behind the scenes in charge with the day-to-day administration of service for our clients. You will be processing documents and information in high volume and at lightning speed, so you must have an eye for detail and able to accurately manipulate electronic data.

In more detail, you will:

  • Unleash your ability to hone in on the smallest of details by initiating and leading the renewal/new business process for all current clients and prospects. You will obtain, gather, and review information from current clients and prospects. With the use of our systems and tools, you will process submission data, endorsements, certificates of insurance, motor vehicle records, audits, cancellations, dividends, reporting forms, billing corrections plus issue invoices, and monthly reports. Excited yet?

  • Deploy your meticulous organization skills by assisting in the coordination of client deliverables. You assist by checking policies for accuracy in rating and coverage and preparing binders, auto ID cards, summaries of insurance, agendas, gameplans, and other documents.

  • Act as the backbone of the insurance service team. You will proactively share key processing information to team members to keep them well informed, maintain various database and document management systems that team members use to manage clients, and partner with team members to promote a trusted partnership.

  • Sharpen your skills by earning your Property & Casualty (P&C) licenses, obtain the required continuing educations credits to maintain your licenses, and attend training to keep updated on legislative and industry changes.

Here is what you’ll become:

Master the responsibilities above and you will become a trusted partner to your teammates and clients. From there your drive and desires will pave the path – become a subject matter expert (SME) and be asked to join focus groups, earn a promotion to senior, and continue up the insurance service ladder to Account Executive. There are quite a few opportunities for those looking to grow.


Desired Skills and Experience

If you’re in the commercial insurance servicing space with 2+ years of experience and have a positive, can-do attitude that helps keeps things on track and motivates those around you – you make the first cut. You must have a proven success record in previous roles, be a self-starter, and can easily juggle numerous priorities without breaking a sweat – pressure is no match for you. Must have a current P&C license obviously.