Commercial Lines Assistant Account Manager
About The Position
As a Commercial Lines Assistant Account Manager, you'll play a key role in supporting commercial insurance clients and the internal team that services their business. Your work helps ensure policy changes are handled accurately, client requests are resolved quickly, and critical documentation is maintained throughout the policy lifecycle. Working closely with Account Managers and Account Executives, you'll support a commercial lines book of business by managing service requests, coordinating with carriers, and helping clients navigate endorsements, claims, certificates, and renewals. This is an excellent opportunity for someone who enjoys client service, thrives in a detail-oriented environment, and wants to grow within the insurance industry.
Requirements
- High School Diploma or GED.
- Active Property & Casualty Insurance License.
- Prior experience in an administrative support role.
- Familiarity with commercial lines insurance products, coverages, policies, and procedures.
- Strong written and verbal communication skills.
- Excellent organizational and time management abilities.
- Proficiency with Microsoft Office Suite and business applications used for client and policy management.
- Strong attention to detail and problem-solving skills.
Nice To Haves
- Experience working in a Property & Casualty insurance agency.
- Experience supporting a Commercial Lines Department.
- Associate Degree in Business Administration or a related field.
- Experience using EPIC or a similar agency management system.
- Familiarity with endorsements, certificates, claims support, renewals, loss runs, and carrier servicing processes.
Responsibilities
- Respond to client inquiries by phone, email, and in person, delivering timely and professional service.
- Process policy endorsements and coverage changes while ensuring accurate system documentation.
- Support clients through the claims process by submitting claims, communicating with carriers, and monitoring claim progress.
- Prepare and distribute Certificates of Insurance and Evidence of Insurance for clients and third-party requestors.
- Maintain complete and organized client records by downloading, attaching, and updating carrier and policy documentation.
- Assist with renewals, loss runs, policy updates, finance agreements, and carrier change requests to support overall book retention and servicing.
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
Entry Level
Education Level
High school or GED
