Assistant Account Manager, Commercial Lines
About The Position
The Assistant Account Manager provides support in obtaining, maintaining, expanding, and servicing commercial lines accounts. The role assists with certificates of insurance, policy changes, renewal information, client presentations, general account assistance, and special projects. It requires meeting daily production standards, goals, and service commitments. The position supports the Account Management team throughout the account-service process, responds to client and policy inquiries, helps prepare renewals and marketing submissions, and contributes to accurate account administration. It also delivers professional service to clients and business partners while maintaining organized files and accurate agency-system records.
Requirements
- High school diploma or GED.
- 1–2 years of insurance industry experience, or an equivalent combination of education and experience.
- Property and Casualty license required within the first 6 months.
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
- Ability to communicate effectively and professionally, orally and in writing, with internal and external customers.
- Ability to gather relevant information, analyze it, and solve problems promptly and thoroughly.
- Ability to prioritize and organize multiple tasks and responsibilities to complete assignments on time and accurately.
- Ability to respond to customer needs, solicit feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
- Proficiency with Microsoft Office Suite and Outlook.
- Ability to use logic and reasoning to assess alternative solutions, conclusions, or approaches to problems.
- Desire to learn and grow within the insurance industry.
Responsibilities
- Assist the Account Management team with all aspects of the account-service process.
- Respond to policy inquiries by phone and email, including questions about coverage, changes, additions, payments, and cancellations.
- Complete daily service work, including certificates of insurance, policy changes, and client payments.
- Participate in renewal preparation, including generating renewal updates on accounts.
- Assist with marketing clients to carriers.
- Assist with coordinating premium financing and collecting premiums.
- Check policies and endorsements and audit them for accuracy.
- Prepare quotes and proposals.
- Provide professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues, supporting account retention expectations.
- Maintain accurate, organized account files by documenting conversations and updating HUB and automated agency management systems; ensure data accuracy.
- Perform other assigned duties and projects.
Benefits
- Structured training, licensing support, and ongoing development opportunities.
- Competitive pay with comprehensive health benefits.
- Retirement savings matching.
- Company-paid life and disability plans.
- Paid time off.
- Paid parental leave.
- Wellbeing program.
- Career growth opportunities.
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
High school or GED
