Associate Account Manager Position

Position Overview

Associate Account Manager at Granite Insurance Agency. Location: Granite Falls, North Carolina. Experience Required: Entry Level (0-2 years). Education: Associates degree from an accredited college, or equivalent combination of formal education and relevant work experience required. Compensation: Commission.

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. This role has an extensive training program built in to help ensure you are successful as an Account Manager!

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.

Key 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, and other required documentation 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 to better help our clients succeed
• Participate in any special projects and/or community functions

Required Qualifications

• Passion – the single most important characteristic within our organization
• 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
• Strong time management, organizational, and communication skills (verbal and written)
• High degree of self-motivation and self-direction

Benefits & Perks

• 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