About the position
We're looking for an Associate Account Manager to join our Real Estate team in Salt Lake City. This is an exciting opportunity for a relationship-driven professional to support client success, drive account growth, and contribute to a dynamic and fast-paced real estate environment.
Responsibilities
• Provides Enterprise Risk Management and Analysis, including financial, operational, products, property, environmental, and human capital risk analysis.
• Provides consultative risk advice to commercial clients, including the production, analysis, and recommendations for changes to insurance coverage.
• Real-time problem solving and client guidance.
• Respond to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions.
• Engages in limited client strategy meetings to manage expectations and coordinate strategy for upcoming year.
• Gathers and compiles risk exposure information from the Client into the data management system, ensuring accuracy and completeness.
• Establish an expertise in modeling and data analytics.
• Participates in negotiations with underwriters with oversight.
• Collaborates with senior staff in selecting markets for submission of risk.
• Helps review new business opportunity information and participates in new client prospecting activities.
• Establishes and maintains relationships and interfaces with Clients, underwriters, and other vendors.
• Reviews quotes, binders, and endorsements and makes requests for changes as needed.
• Receives policy, then updates and completes policy check to ensure completeness.
• Updates specifications, application, and summary information to reflect changes during the year.
• Informs Client of any and all changes that may affect insurance premiums or coverage.
• Generates materials for Client presentations and meetings.
• Creates and sends compliance communications as needed.
• Performs other responsibilities and duties as needed.
Requirements
• Strong knowledge of Microsoft Office Suite (Outlook and Excel)
• Strong verbal and interpersonal communication skills required
• Ability to complete continuing education requirements as well as CPCU & ARM
• Ability to attend company, department, and team meetings as required, including industry training sessions
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
• Ability to efficiently organize work and manage time in order to meet deadlines
• Ability to travel by automobile and aircraft
• Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
• Ability to work on a computer for a prolonged amount of time
• Ability to work outside of normal business hours as needed
• Ability to work from home
• Legally able to work in the United States