Commercial Lines Account Manager Assistant
About The Position
As an Assistant Account Manager, you'll play an important role in supporting clients, producers, and account management teams while helping ensure a responsive and seamless insurance experience. Your attention to detail, client service mindset, and ability to manage multiple priorities will help strengthen client relationships, support retention efforts, and contribute to the agency's overall success. In this role, you'll work closely with account managers, carrier partners, and internal departments to support policy administration, client communications, documentation management, and ongoing service activities. You'll gain valuable exposure to both commercial and personal insurance operations while helping clients navigate coverage questions and policy needs.
Requirements
- 1+ years of experience in an administrative, account management, insurance, or related client service role.
- Active New York Property & Casualty Insurance License.
- Basic knowledge of commercial and personal lines insurance products, coverages, policies, and procedures.
- Strong written and verbal communication skills.
- Ability to provide empathetic, responsive, and professional support to clients and colleagues.
- Strong organizational skills and attention to detail.
- Problem-solving and critical-thinking abilities.
- Proficiency with CRM systems, Microsoft Office Suite, and other client service technology platforms.
- Ability to work collaboratively in a team-oriented environment.
- Commitment to maintaining confidentiality and handling sensitive information appropriately.
Nice To Haves
- Experience working in an independent insurance agency environment.
- Familiarity with agency management systems and insurance carrier platforms.
- Experience assisting with insurance proposals, renewals, endorsements, certificates, or billing activities.
- Knowledge of insurance contract review and policy documentation processes.
- Exposure to commercial insurance, personal insurance, or both.
- Demonstrated commitment to professional development and staying current on insurance industry trends and regulations.
Responsibilities
- Support account management activities by assisting with policy changes, endorsements, certificates of insurance, and client service requests.
- Help identify coverage gaps, policy enhancements, and cost-saving opportunities that align with clients' evolving insurance needs.
- Assist in preparing insurance proposals, renewal materials, and coverage presentations for prospective and existing clients.
- Respond promptly to client inquiries, helping resolve questions related to coverage, billing, claims, and policy administration.
- Maintain accurate policy documentation and account records within agency management and CRM systems.
- Collaborate with producers, accounting partners, carrier representatives, and internal team members to support exceptional service delivery.
- Contribute to agency growth efforts by supporting prospecting activities, marketing initiatives, and industry networking opportunities.
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
- Comprehensive dental and vision coverage
- Employee Assistance Program with confidential mental health, legal, financial, and work-life support
- medical, dental, and vision insurance
- 401(k) with company match
- personalized time off
- company paid holidays
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
