Commercial Lines Assistant Account Manager

King Insurance Partners • Reynoldsburg, OH

21h

About The Position

The Commercial Lines Assistant Account Manager supports the servicing and retention of Commercial accounts by providing high-quality customer service and administrative support to Account Managers and Client Advisors. This role is detail-oriented, service-focused, and collaborative, requiring the ability to manage multiple priorities in a fast-paced agency or brokerage environment. The Assistant Account Manager serves as a liaison between clients, carriers, and internal teams to ensure policies are accurately processed, maintained, and renewed while delivering a professional and responsive client experience.

Requirements

• Basic to intermediate knowledge of property and casualty insurance principles.
• Strong customer service orientation with a professional and friendly demeanor.
• Excellent verbal and written communication skills.
• High attention to detail and accuracy.
• Strong organizational and time-management skills with the ability to multitask.
• Ability to remain calm and effective in high-volume or deadline-driven situations.
• Proficiency with agency management systems and database software.
• PC proficiency, including Microsoft Outlook, Word, and Excel.
• Ability to explain insurance concepts in a clear and client-friendly manner.
• Strong work ethic, positive attitude, and willingness to support team members.
• High school diploma or GED required.

Nice To Haves

• Previous experience in insurance, customer service, or an agency support role preferred.
• 1–3 years of personal and/or commercial lines experience preferred.
• Property & Casualty insurance license preferred but not required.
• AMS360 experience strongly preferred.

Responsibilities

• Become knowledgeable in commercial property and casualty insurance products.
• Access, review, and maintain client accounts, policy documents, endorsements, and schedules.
• Process policy changes, cancellations, reinstatements, certificates, evidence of insurance, and simple endorsements (e.g., address changes, vehicle updates).
• Assist with new business and renewal workflows, including gathering underwriting information and preparing complete and accurate submissions.
• Track policy expiration dates and proactively support renewal efforts to ensure timely processing.
• Review issued policies for accuracy and identify discrepancies; coordinate corrections with carriers and internal team members.
• Communicate professionally with clients regarding policy information, billing questions, coverage changes, and documentation requests.
• Identify opportunities for cross-sell or upsell and refer clients to appropriate sales team members when coverage needs change.
• Serve as a liaison between clients, carriers, and producers to resolve service issues efficiently.
• Maintain accurate documentation and activity notes in the agency management system.
• Support Account Managers and Client Advisors with administrative and service-related tasks as needed.
• Consistently provide high-level customer service and contribute to strong client retention.
• Perform other duties as assigned.

Benefits

• Medical Insurance
• Dental Insurance
• Vision Insurance
• 401(k) with employer match
• Short-Term Disability (employer paid)
• Long-Term Disability (employer paid)
• Life Insurance
• Employee Assistance Program
• Generous PTO Policy
• Tuition Reimbursement
• Employee Referral Program
• Growth and advancement opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED