Position Summary

The Associate Account Manager supports the day-to-day management of middle-market and large accounts by assisting with routine service activities, renewal coordination, and the maintenance of accurate policy and client records. This role requires a strong focus on delivering responsive, high-quality service to both external clients and internal team members, contributing to overall client satisfaction and account retention. 

Primary Responsibilities 

Set up and maintain account details, contacts, and policy information in EPIC

Summarize loss history.

Summarize current programs and expiring exposures

Leverage templates and system generated letters to draft proposals, stewardship reports, and other presentations / reports related to large and complex clients with guidance from an Account Manager or Account Executive.

Create premium billing allocations and review carrier invoices

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