Commercial Lines Assistant Account Manager

About the role

Seeking a detail-oriented and professional Commercial Lines Assistant Account Manager to join a dynamic team. In this role, you will support Account Managers and Senior Account Managers in servicing mid-to-large market commercial accounts. Your responsibilities will include processing policy endorsements, maintaining accurate client documentation, and ensuring exceptional service delivery to contribute to client retention and agency growth. This is a hybrid position, requiring three days in-office per week.

Responsibilities

• Assist Account Managers and Senior Account Managers with day-to-day servicing of assigned commercial accounts.
• Process, maintain, and verify policy endorsements for accuracy.
• Review issued policies and collaborate with insurance carriers to resolve discrepancies or obtain corrections.
• Accurately and efficiently process Certificates of Insurance.
• Enter and maintain policy and coverage information in the agency management system.
• Assist with resolving carrier billing issues.
• Retrieve and process policies and endorsements from carrier websites.
• Maintain organized and accurate client and policy documentation.
• Assist with daily departmental administrative needs, including mail distribution.
• Contribute to client retention and agency growth by providing responsive service and collaborating across the organization.

Requirements

• Property & Casualty (P&C) license required.
• 2-3 years of experience in a similar role, preferably handling mid-to-large market accounts.
• Experience with Epic agency management system preferred.

Schedule

Hybrid (3 days in-office, 2 days remote). No travel required.

Pay

Salary: $65,000 - $70,000 annually + profit sharing bonuses.

Benefits

Competitive benefits package, 401(k), paid time off, professional development opportunities.