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Associate Account Manager

Job Title: Account Analyst
Department: Operations
Reports to: Client Services Manager

Main Responsibility (purpose/objective)

  • Manage the relationships with Client, Broker partners and Carriers
  • Develop and provide best practice approaches within the Apprize Core Values


Essential Duties/Responsibilities

  • Provide administrative support to Client Service Manager, Senior Account Executive and Account Executive positions to assist in implementations, renewals and ongoing support. Duties include, but not limited to:
    • Prepare/configure complex excel data files
    • Configure and generate system reports
    • Assist with the renewal process within each software
    • Conduct quarterly one-on-one meetings with each direct report
  • Process ongoing HR administrative tasks as assigned per client, such as event approval, EOI approval and ongoing dependent verification approval
  • Assist in sales/marketing activities as needed
  • Assist in other special projects as needed



  • Strong attention to detail and accuracy in work
  • 2+ years of previous work experience
  • Intermediate Level Excel skills (VLOOKUP, Pivot Tables, Basic Functionality)
  • Excellent written and verbal communication skills
  • Strong analytical skill set with the ability to make quick decisions in a self-directed environment
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