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Associate Account Manager (Hybrid) (Direct Hire)

Patchogue, NY 11772

Posted: 03/29/2023 Job Types: Permanent Industry: Associate Account Manager Job Number: 100816 Pay Rate: $60k - $70k

Job Description

Selective Staffing Solutions has partnered with an Insurance company that prides itself on the principles of professionalism, service and integrity. They are looking to add an  Associate Account Manager to their growing team! Shift: Monday - Friday (flexible Hours)
  • 3 days in office, 2 days work from home

Benefit Package
  • 3 weeks’ vacation (vacations increase at years 6 & 11)
  • 8 PTO
  • 1 Floater Day off or Birthday
  • 1 Day off to Volunteer
  • 401K with up to 6% match
  • Bonus ( avg $5k)
  • Aetna Health Plan co-pay is $20 primary & $40 specialist.
  • Dental 
  • Vision
  • Aflac
  • Healthcare Flexible Spending Account up to $3, 000
  • Access to the Calm App- provides mental fitness tools to help you relax, focus, and sleep better.
  • Health Advocate Program
  • Employee Assistance Program
  • Life Insurance benefit is equal to two times the employee’ s annual salary, not to exceed $1, 000, 000.
  • Paid Continuing Education for License Renewal
  • We pay for designations. 
  • We will pay to get employees P&C Licensed.

Certificates of Insurance & Contract Reviews
  • Ensure the accurate and timely issuance of certificates. 
  • Review certificate requests to determine if new coverage or increased limits are required by contract or specific request from the insured.
  • Work with AM to determine if there is any newly required coverage, specific AI requests, etc., 
  • Work with AM to accurately submit requests to carrier for any endorsement processing.

Certificates of Insurance Change Requests 
  • Certificate change requests (additional insured requests) will stay with the AAM. 
  • Work with AM to identify and obtain necessary coverage. 
  • All other changes can be sent to CLP. 

  • AAM will assist the AM in developing the pre-renewal packet. 
  • AAM will order loss runs and complete a loss summary.
  • Pull a copy of last year’ s supplemental applications and create them in INDIO. 
  • Prepare the summary of insurance. 
  • AAM will follow up for policies using RENR or MMKL activities. 
  • Once the policy is received, create CHKP activity to Taskforce and attach the policy (see workflow to ensure the activity is created on the appropriate line).
  • NOTE: Mark policy as an Important document.

Billing inquiries and cancellation calls
  • Assist Am in resolving/answering any billing issues/questions.  

PAP applications 
  • Email PAP applications to the insured – 60 days before renewal 
  • Create PAP activity and set a task for 30 day follow-up.
  • Once received from the insured, Go to NYCIRB website and complete the application using the app received from the insured
  • Attach the completed app to the activity and set new task to follow up for credit worksheet in 2 days.
  • Upon receipt of confirmation that credit is being applied, attach the worksheet to PAP activity. 
  • Set a task to Central Processing to have a change request submitted to the carrier with PAP worksheet. 
  • PAP activity will be close upon request to the carrier by Central Processing. 

Loss Control  Recommendations 
  • AM will send loss control recs to AAM. 
  • Create loss control rec activity (LREC).
  • Send loss control recs to the client and CC account manager and producer.
  • Automatic follow-up set for 14 days of completed loss control recs to go to the carrier.
  • If a response is received, note the activity. 
  • Send an email and call the insured if we have not received a response in 14 days. 
  • If no response: 2nd follow-up will be 7 days after. 
  • After 2 follow-ups and no response, let the producer/management know that you have not heard back. 
  • Keep LREC activity open until we have a resolution. 
  • Once complete compliance is received, send it to the carrier.
  • Close and note activity. 

AAM will have to check edoc activities daily to move items (audits and endorsements) over to central processing. 

Meet Your Recruiter

Staci Biondi
HR Assistant

Staci joined the Selective Staffing Solutions team in 2022 as an HR Assistant. Today she partners with WNY employers to match top candidates for a wide variety of positions in addition to helping out the office with a wide variety of tasks related to the successful operation of a busy staffing firm. Staci's attention to detail not only keeps our office running smoothly, but she has taken on the role of resident food expert. She loves learning about ingredients in our food and is always willing to answer questions on our questionable Door Dash choices. 

Born and raised in Buffalo, Staci has always appreciated the beauty of the four seasons in our area. When she's not in the office you can catch Staci Line Dancing or hitting the lanes (She is a NYS Bowling Champion!). 


Favorite thing about recruiting:

“I love connecting and learning from so many different people and companies in the community”" 

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716-634-3300 1775 Wehrle Dr. Williamsville, NY 14221



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