Assistant Account Manager, Commercial Lines
About The Position
The primary role of the Associate Account Manager (AAM) is to complete specific tasks on an assigned book of business at the direction of the Client Service team on the book. (AM, SAM, AE, SAM) They must be process focused with an organized approach to a significant volume of transactional work. For the tasks they perform, the AAM is responsible for data integrity in the service system of record. They will be provided growth by being assigned stretch assignments to have some client interaction. The AAM will work directly with the Client Service team, taking direction primarily from the Sr Account Manager or Account Manager. Your Impact: Deliver exceptional day‑to‑day client service, jumping in to support Account Managers with fast, accurate task execution. Process certificates, Auto ID cards, endorsements, audits, and renewals with precision and speed. Review and validate policies and quotes, serving as the first quality‑control checkpoint. Drive workflow accuracy by updating the system of record with clear, complete documentation of all actions and communications. Support account growth by preparing sharp, professional proposals, renewal packets, and loss summary analyses. Coordinate essential policy workflows, including generating invoices and ordering loss runs. Champion corporate initiatives, contributing to a culture of accountability, collaboration, and high performance. Engage in new business activities and actively support retention goals to help the team win and keep great clients. Maintain strong compliance habits, following documentation procedures and participating in corrective actions when needed. Pursue stretch assignments that expand skills, elevate expertise, and fuel long‑term career development.
Requirements
- Entry level position
- Proven organizational skills
- Ability to follow process and procedures guidance
- Analytical and problem-solving abilities
- Hold, or willing to obtain, Insurance licenses as required by the role
Responsibilities
- Deliver exceptional day‑to‑day client service, jumping in to support Account Managers with fast, accurate task execution.
- Process certificates, Auto ID cards, endorsements, audits, and renewals with precision and speed.
- Review and validate policies and quotes, serving as the first quality‑control checkpoint.
- Drive workflow accuracy by updating the system of record with clear, complete documentation of all actions and communications.
- Support account growth by preparing sharp, professional proposals, renewal packets, and loss summary analyses.
- Coordinate essential policy workflows, including generating invoices and ordering loss runs.
- Champion corporate initiatives, contributing to a culture of accountability, collaboration, and high performance.
- Engage in new business activities and actively support retention goals to help the team win and keep great clients.
- Maintain strong compliance habits, following documentation procedures and participating in corrective actions when needed.
- Pursue stretch assignments that expand skills, elevate expertise, and fuel long‑term career development.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
