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First Insurance Group

Associate Account Manager, Personal Insurance

Posted 5 Days Ago
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In-Office
Plano, IL, USA
Entry level
In-Office
Plano, IL, USA
Entry level
Supports personal insurance account servicing by issuing insurance documents, processing endorsements, preparing renewals, communicating with clients, updating records, and maintaining organized files. Provides administrative support and works with Account Managers and Sales Executives while developing insurance expertise. The employer provides training and licensing assistance, including support obtaining a Resident Property and Casualty license within 60 days.
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Description

Are you looking for?

  • Time back in your day
  • Flexibility that fits your life, including work-from-home options
  • Paid time off 
  • A fun, collaborative environment 
  • Support for continued learning and career growth
  • A company that values trust, balance, and bringing your whole self to work

Our Associate Account Manager, Personal Insurance role is designed for individuals who are detail-oriented, eager to learn, and excited about starting their career in personal insurance. This is an entry-level position where you’ll receive hands-on training, mentorship, and support as you work toward your insurance license and build foundational industry knowledge.

We believe in investing in our people, so you’ll have the tools, resources, and support needed to succeed—while helping serve and support our personal insurance clients.

What’s the work like?

As an Associate Account Manager, you’ll play an important role in supporting our Personal Insurance team. You’ll work closely with Account Managers and Sales Executives to assist with servicing client accounts while developing your own insurance expertise. You will be...

  • Assisting with day-to-day account servicing tasks such as issuing auto ID cards, processing evidence of coverage, ordering endorsements, entering applications, and assembling policy documents
  • Preparing renewal files, sending client communications, and conducting limited policy reviews for accuracy
  • Updating account information and helping maintain accurate records within our agency management system
  • Providing administrative support as needed, including answering phones, greeting visitors, scheduling meetings, or managing office supplies
  • Supporting team efficiency by maintaining organized electronic files and following established workflows
  • Growing your technical knowledge through hands-on experience, training, and continuing education opportunities

Okay, so what’s in it for me?

While we expect a lot from our employees at FNIC, we believe in giving just as much in return. Here’s what you can expect when you join our team:

  • Competitive Pay & Benefits: Market-competitive compensation plus comprehensive benefits including health, dental, vision, HSA with employer contributions, 401(k), employer-paid short- & long-term disability, and life insurance
  • Flexibility & Time for You: A 37.5-hour work week, PTO starting at 3 weeks per year.
  • Wellness Support: Free access to mental health resources through our EAP program, fitness opportunities, and support for your overall well-being
  • A Comfortable & Fun Workplace: A “dress for your day” culture, plus company outings, food days, and team activities
  • Education & Growth: Licensing assistance (we’ll help you obtain your Resident Property & Casualty license within 60 days of hire) and ongoing learning opportunities to support your career development
  • Mentorship & Career Development: Learn alongside experienced professionals who are invested in your growth and help you build a strong foundation in personal insurance with opportunities for future advancement

Requirements

  • Possess or acquire required formal insurance education, including but not limited to, INS, AAI, and/or Resident Property and Casualty Agent’s license
  • Excellent verbal and written communication skills
  • Strong organizational skills
  • High degree of proficiency in Microsoft Office products (Word, Excel, Outlook), and all other agency automation software
  • Proficiency in office equipment such as a computer, calculator, copier, phone and fax machine
  • Proficiency in word processing skills
  • Strong respect for confidentiality 
  • Regular and consistent attendance
  • Ability to observe safety and security procedures and use equipment and materials properly
  • Ability to conform with and abide by all workplace policies, work procedures, and instructions
  • Ability to establish and maintain effective working relationships with company employees and external contacts
  • High school diploma or equivalent
  • Ability to obtain required formal insurance education (e.g., INS, AAI, and/or Resident Property and Casualty Agent’s license)

What do I need to know?

You have to have…

  • A high school diploma or equivalent
  • A valid driver’s license
  • An active Resident Property & Casualty license—or the ability to obtain one within 60 days of hire (we’ll support you!)
  • Strong communication, organizational, and teamwork skills
  • A collaborative mindset with the ability to build positive working relationships with teammates and clients
  • Comfort using Microsoft Office tools (Word, Excel, Outlook/Teams) and eagerness to learn agency management software
  • A dependable, detail-oriented approach with a strong respect for confidentiality
  • Insurance experience is not required—we’ll train the right candidate!

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