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 by hitting daily outbound phone call metrics.

● 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

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

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

Questions? Email careers@apogeeinsgroup.com

APPLY HERE

Apogee Insurance Group—a Berkshire Hathaway wholesale brokerage—provides national Property and Casualty solutions across commercial, professional, management, and specialty lines. Our broad market access, product expertise, and responsive service enable us to deliver fast, tailored insurance solutions. Licensed nationwide, we offer admitted and E&S quotes from over 200 carrier partners. With office locations in the Greater Philadelphia area, Chicago, and Mission Viejo, we serve independent retail agencies with truly national reach and local support.

Job Description: Our Customer Relationship Managers/Associate Agency Representatives serve as strategic relationship partners to independent retail insurance agencies, focusing on long‑term collaboration and supporting customers in accessing Apogee’s property and casualty quote solutions. Rather than cold calling or transactional selling, the role centers on working with warm leads and established agency relationships. Representatives take a consultative approach—understanding each customer’s goals, coordinating with internal underwriting and service teams, and guiding customers through the submission and placement process. Through phone outreach, virtual meetings, and in‑person interactions, Associate Agency Representatives share the full Apogee product to story to help customers identify opportunities, strengthen workflows, and deliver high‑quality business outcomes.

Build and Strengthen Agency Partnerships:

• Build strong, long‑term partnerships within your assigned territory.
• Communicate Apogee’s value—specialization, accessibility, and responsive support.
• Hold meaningful conversations to understand agency goals and identify opportunities.
• Generate new business through proactive outreach, follow‑up, and relevant market insights.

Support Client Success and Experience:

• Serve as a knowledgeable advisor throughout the submission and underwriting process.
• Manage submission flow and premium activity to meet performance goals.
• Expand Apogee’s presence within agency networks and industry groups.
• Strengthen relationships through participation in local networking and industry events.

Organization and Collaboration:

• Use CRM and account management tools and Microsoft Office to maintain accurate agency records.
• Demonstrate strong time management, organization, and follow‑through across a dynamic territory.
• Collaborate cross‑functionally to enhance the client experience and support agency success.

QUALIFICATIONS REQUIRED:

• Bachelor’s degree is preferred
• P&C License (must obtain within first 90 days of employment)
• Energetic, goal-oriented, results-driven, methodical, accountable, and has a positive attitude

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
• 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.

Questions? Email careers@apogeeinsgroup.com

APPLY HERE

Apogee Insurance Group, a Berkshire Hathaway Company, is a specialty lines, professional and management liability broker. Our nationwide footprint and consistency of product expertise and quality service provides significant value for our independent agent and broker customers. We are licensed in all 50 states and have access to over 60 A-rated insurance companies utilizing admitted and non-admitted products. There is virtually no professional liability risk that Apogee cannot place!

Our Student Program focuses on setting students up for success. We have internships available in each of our offices: Wayne, PA; Oak Brook, IL; and Mission Viejo, CA. The Student Program role is fundamental in Apogee’s production of business. Our students primarily provide crucial support to our Administration Team. They will also have opportunities to assist other departments, including the account management team, marketing team, and sales team. Our college students are immersed in Apogee’s culture and develop both their professional and personal knowledge. This position will include opportunities for professional development, insurance education, networking, and introduction to a variety of different career paths for future advancement.

Job Responsibilities Include:

Administration Team: 

• Prepare and process daily quotes
• Develop and deliver insurance proposals to customers
• Process and deliver insurance binders and invoices to customers and subsequent prior-to-binding items
• Assist with state surplus lines reporting

Potential Additional Responsibilities Include:

Account Management Team:

• Hands-on experience managing professional liability accounts
• Communicate with agents on behalf of Apogee’s account managers to deliver quality customer service
• Assist the account management and sales team with quote follow-ups 

Sales and Marketing Teams:

• Communicate with agents whose business we’ve lost, new agencies, and various developing agents
• Send Apogee’s “new customer form” for agency appointments
• Solicit new leads provide customer feedback
• Assist in various marketing projects focused on providing quality customer service and driving submissions
• Create marketing materials (hard copy and digital) to assist with various projects and initiatives 

Requirements/Skills Needed:

The Student Program role demands a self-driven, competitive, team player with the urgency, thoroughness, and time-management skills to make a positive impact on our business.  A drive for self-improvement and openness to receive feedback will prepare an individual for success with Apogee Insurance Group and in future endeavors. 

• Enrolled in an accredited college/university
• Can work from within one of our Apogee Offices (Wayne, Oak Brook, Mission Viejo)
• Able to work a minimum of 12 hours per week, not exceeding 29 hours
• Proficient in Microsoft Suite of Applications (Word, Outlook, Excel)
• Professional Oral & Written Communication Skills
• Ability to use proper time management and prioritization throughout the work day
• Ability to work independently as well as in a team

Benefits:

• Competitive hourly wage
• Free lunch while working on site
• Free membership to state-of-the-art fitness center on site
• Ability to participate in mentoring and volunteer opportunities
• Student loan help through our Qualified Educational Assistance Plan
• Solid exposure to seasoned professionals and the insurance industry
• Working in a community that values caring, attitude, respect, empathy, and energy
• Many professional development courses offered on-site

Questions? Email careers@apogeeinsgroup.com

APPLY HERE - please check "Wholesale Brokerage" from the available Teams section of the application.