Apogee Insurance Group is a Berkshire Hathaway specialty broker focused on Professional (E&O), Management (D&O, EPL, Crime, and Fiduciary), Commercial, Cyber, and Pollution Liability. Our product expertise, service, and focus on independent retail agents set us apart from other wholesalers. We are licensed in all 50 states and provide both admitted and excess & surplus terms from over 60 insurance companies. With offices located in Philadelphia, Chicago, Mission Viejo, and Austin; our team members believe in face-to-face relationships to assist our customers with the best experience in placing Professional and Management Liability.
JOB FUNCTIONS: The Associate Account Manager role is fundamental in Apogee’s production of business. The Associate Account Manager will provide a unique experience in interacting with our customers and the handling of their renewal submissions. This role also includes the challenge of building relationships with our many Markets, customers, and communicating with our Sales Team members to give our customers the perfect Apogee experience. This position will include the opportunity for professional development, insurance education, networking, and introduction to a variety of different career paths for future advancement.
Assist Account Management Team with Submission Marketing:
- Receiving applications for insurance from independent agent customers
- Reviewing and qualifying the risks and exposures for each individual account.
- Communicating with the company underwriters and the independent agent customers to negotiate favorable insurance proposals
- Studying various insurance proposals to determine viability for selling to independent agency customers.
- Discussing the features and benefits of each proposal with customers and ultimately asking for the sale.
Customer Focus & Responsibility:
- Responsible for building and maintaining constructive business relationships with independent agent customers over the phone.
- Responsible for managing/growing a book of business, but does not have individual ownership of the business as Apogee owns all business written.
- Responsible for learning and understanding company underwriters’ appetites for risk and exposure.
- Data entry and creation of insurance proposals for delivery to customers
- Responsible for servicing policies and issuing endorsements
- Assist with miscellaneous administrative tasks and projects, as well as reporting on results
Qualifications Required:
- Bachelor’s degree is preferred
- P&C License (must obtain within first 90 days of employment)
- Excellent oral and written communication skills
- Ability to work both independently and in teams
- Motivated and results-driven personality
- Effective negotiation skills
- Driven, competitive, with an entrepreneurial drive
Experience:
- 1-3 years of hands-on experience in customer service, communication, sales, or marketing is preferred, but recent graduates are encouraged to apply
- Prior insurance product knowledge and insurance education – a plus!
Apogee Benefits:
- Base salary and benefits package plus year end performance-based bonuses
- Receive compensation for training and continuing education while you learn the business
- High-energy and performance-driven work culture, while embracing a flexible life balance
- Frequent customer interaction and networking opportunities, including carrier and customer outings, insurance industry events, etc.
- Free lunch provided daily (from when working within the office)
- Full gym on site (from when working within the office)
- Company phone & Surface laptop provided
At Apogee, our goal is to strengthen our community and culture by representing all races, genders, religions and sexual orientations. We continue to move conversations about diversity, equity and inclusion forward to ensure every community member has a sense of belonging, a voice and a seat at the table.
