Commercial Lines Assistant Account Manager
About The Position
Our client, a rapidly growing national insurance brokerage is seeking a Commercial Lines Assistant Account Manager to join their expanding Nassau County office. This opportunity is open due to growth—business is booming, and they’re looking for the right team player to help support their continued success. This firm strikes the perfect balance between corporate strength and boutique service . They offer the professional resources of a large organization while maintaining a close-knit, supportive atmosphere. Led by an approachable and down-to-earth CEO, the team fosters a friendly, collaborative environment and frequently hosts team-building events, happy hours, industry conferences, and more.
Requirements
- Prior experience in a Commercial Lines insurance agency
- Proficiency in Applied EPIC and working knowledge of Microsoft Excel
- Strong organizational skills and a team-player attitude
- Excellent communication skills and a commitment to client service
Nice To Haves
- Exposure to large accounts, particularly real estate risks, is highly preferred
- Active P&C license is a plus
Responsibilities
- Process and issue Certificates of Insurance in a timely manner
- Handle endorsement and policy change requests
- Submit loss run requests and manage follow-up communications
- Assist in preparing insurance recommendations and summaries
- Maintain and update client records within Applied EPIC
- Perform administrative tasks with strong attention to detail, especially in Excel
- Support Account Managers on large, complex accounts, particularly in real estate (a plus!)
Benefits
- Generous compensation —up to $90,000 base for an assistant-level role
- Opportunity to grow with a fast-expanding agency backed by corporate infrastructure
- Flexible hybrid schedule after in-office onboarding period
- A warm, inclusive culture with an emphasis on team collaboration and development
- Frequent office-wide events, networking opportunities, and industry involvement
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
