Assistant Account Manager

Oak Brook (IL)
Posted 4 months ago

Location: Apogee Oak Brook, IL and Mission Viejo, CA Offices

JOB FUNCTIONS: The Assistant Account Manager role is fundamental in Apogee’s production of business. The Assistant Account Manager will provide a unique experience in interacting with our customers and the handling of their 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 specific to management liability and professional liability.
  • 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 customer.
  • Discussing the features and benefits of each proposal with customers and ultimately asks 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.
  • Responsible for servicing policies and issuing endorsements


  • 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


  • 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!


  • Competitive base salary and benefits package with quarterly and end of year bonuses based on production.
  • 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
  • Full gym on site
  • Company phone & Surface laptop provided

If you have questions regarding your application status, please email


Job Features

Job CategoryAccount Management, Customer Service, Sales