Associate Account Manager
The Associate Account Manager at Confidential Client supports underwriting and client service functions within the Surety Business Unit, managing day-to-day customer interactions and processing insurance account transactions. This hybrid role requires strong communication, basic accounting, and problem-solving skills to maintain accurate account files, prepare reports, and collaborate with underwriters and agents to meet client needs effectively.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Insurance / Surety.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Overview
Confidential Client is hiring an Associate Account Manager to support their Surety / Insurance operations in Naperville, IL. This is a full‑time, hybrid role (in-office Monday–Wednesday; Thursday–Friday optional remote) focused on day‑to‑day account service and underwriting support for agents, principals, and underwriters.
What You’ll Do
You will provide high-quality customer service and administrative support across the account lifecycle to ensure accurate policy and bond processing and strong partner relationships.
- Enter new and renewal business into proprietary rating systems
- Prepare account service documents, client communications, and correspondence
- Process renewals, endorsements, audits, non‑renewals, and cancellations; review for accuracy
- Maintain bond/account files and ensure correspondence is actionable for client needs
- Coordinate with underwriters and agents to resolve questions and requests
- Respond to internal information requests and prepare monthly reports
- Prepare, submit, and test IT programming requests related to account servicing
- Assist in training colleagues and contribute to process improvements
- Perform other duties as assigned
Qualifications
Must have:
- High school diploma or equivalent
- Basic accounting experience
- Familiarity with underwriting support processes, basic math, and problem‑solving techniques
- Strong keyboarding and data‑entry skills
- Effective written and verbal communication across internal and external audiences
- Authorization to work in the United States without current or future need for visa sponsorship
Preferred:
- Bachelor’s degree
- 2+ years underwriting support or insurance account experience
- Familiarity with AS/400 and OnBase systems
Schedule & Location
- Work model: Hybrid — required onsite Monday through Wednesday in Naperville, IL; Thursday and Friday optional remote.
- Office location: Naperville, Illinois (local candidates or those willing to commute to the Naperville business site preferred).
Compensation & Benefits
- Hourly pay range: $14.95/hour — $32.54/hour (actual pay will depend on experience, qualifications, and location)
- Total compensation package may include performance-based bonuses, 401(k) match, profit‑sharing opportunities, and additional benefits
- Benefits highlights:
- Paid time off: 26 PTO days (entry level) + 12 company holidays
- 7% 401(k) company match + profit sharing
- Healthcare and wellness programs
- Training, mentorship, and educational assistance programs
- College loan assistance support plan
- Dress‑for‑your‑day policy
Hiring & Compliance Notes
- Confidential Client participates in E‑Verify.
- All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
- Candidates must be authorized to work in the U.S. and must not require visa sponsorship now or in the future.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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