Assistant Account Manager - Commercial Lines

About the role

The Assistant Account Manager provides professional service to new and existing clients by assisting the account management team. Duties include process audits and endorsements, check and attach insurance policies in Epic, assemble client’s insurance policies for delivery, process and issue proofs of insurance, process endorsement requests, direct bill cancellations, and reinstatements, obtain loss runs, endorsements, billing, etc., from carrier websites, attend office/team meetings as necessary, and participate in carrier website training.

Skills and Experience

• An active P&C license or the ability to obtain one upon hire
• Strong attention to detail and strong communication skills
• Strong organization and prioritization skills
• Microsoft Products experience (Outlook, Word, Excel)

Bonus Points

• Personal or commercial insurance experience
• Experience working with insurance software, preferably Applied Systems
• Experience working in an office setting

What We Offer

• Excellent growth and advancement opportunities
• Competitive pay based on experience
• Health, vision, dental, and Employee Assistance Program
• Paid time off to include holidays, PTO, sick leave, and bereavement
• Profit Sharing
• Continuing education opportunities
• 401K & Employer Matching
• Tuition Reimbursement
• Paid Training Opportunities
• Paid Parental Leave
• Wellness Plan
• Volunteer Opportunities