Commercial Lines Account Analyst
About The Position
As a Commercial Lines Account Analyst, you'll play a key role in supporting clients, carriers, and account teams throughout the policy lifecycle. This position is ideal for someone who enjoys delivering exceptional customer service, managing important insurance documentation, and helping ensure commercial accounts are serviced accurately and efficiently. In this role, you'll work closely with clients, insurance carriers, and internal account teams to support policy changes, renewals, certificates, billing matters, and day-to-day account servicing activities. Your attention to detail, communication skills, and commitment to client success will help strengthen client relationships and contribute to the overall success of the agency.
Requirements
- 1+ years of experience in insurance, account management, customer service, administration, or a related professional environment.
- College degree or an equivalent combination of education and relevant work experience.
- Strong verbal and written communication skills.
- Excellent organizational and relationship-building abilities.
- General business knowledge and professional customer service skills.
- Proficiency with Microsoft Word, Excel, and PowerPoint.
- Ability to create and edit Word documents, including manipulating tables and formatting.
- Licensed Property & Casualty Producer, or the ability to obtain the license upon hire.
Nice To Haves
- Commercial lines insurance experience.
- Experience processing endorsements, certificates of insurance, renewals, or policy servicing transactions.
- Knowledge of AMS360 Agency Management System.
- Familiarity with insurance carrier interactions, billing processes, and account servicing workflows.
- Understanding of agency operations and the commercial insurance marketplace.
Responsibilities
- Deliver exceptional customer service that builds trust and maintains strong relationships with commercial insurance clients.
- Maintain accurate client records and electronic files within the agency management system to support efficient account servicing.
- Process policy change requests and manage endorsement follow-up to ensure timely completion and accurate coverage updates.
- Issue new and renewal Certificates of Insurance and Automobile ID Cards accurately and efficiently.
- Coordinate with insurance carriers regarding cancellations, billing concerns, and policy servicing matters to resolve issues promptly.
- Support renewal and new business activities from account preparation through policy binding, helping account teams meet client expectations.
- Manage the receipt, organization, and distribution of policy documents to ensure clients and internal stakeholders receive critical information on time.
- Create and maintain spreadsheets and business documents that support client needs and internal operations.
Benefits
- Multiple medical plan options, with preventive care covered at 100%
- Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge
- Employer-paid short-term and long-term disability coverage
- Paid parental leave
- Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
- Competitive 401(k) company match to help you build your financial future
- Comprehensive dental and vision coverage
- Employee Assistance Program with confidential mental health, legal, financial, and work-life support
- medical, dental, and vision insurance
- a 401(k) with company match
- personalized time off and company paid holidays
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
