Commercial Lines Assistant Account Manager
The Jonus Group•Dallas, TX
•Hybrid
About The Position
The Commercial Lines Assistant Account Manager supports Account Managers and Senior Account Managers in servicing mid-to-large market commercial accounts. The role focuses on policy and endorsement processing, accurate client documentation, and responsive service that supports client retention and agency growth. This is a hybrid position with three days in the office and two days remote each week; no travel is required.
Requirements
- Property & Casualty (P&C) license required.
- 2–3 years of experience in a similar role.
- Detail-oriented and professional.
- Experience handling mid-to-large market accounts is preferred.
Nice To Haves
- Experience with the Epic agency management system.
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 work with insurance carriers to resolve discrepancies or obtain corrections.
- Process Certificates of Insurance accurately and efficiently.
- 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.
- Provide responsive service and collaborate across the organization to contribute to client retention and agency growth.
Benefits
- Competitive benefits package
- 401(k)
- Paid time off
- Professional development opportunities
- Profit-sharing bonuses
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
