Job Title: Commercial Insurance Assistant Account Manager

Job Summary

We are seeking a detail-oriented, highly organized, and customer-focused Commercial Insurance Assistant Account Manager to join our growing team. This role is pivotal in supporting our Account Managers to deliver exceptional service to our clients. The ideal candidate will assist in maintaining client relationships, managing policy renewals, and handling administrative tasks related to commercial insurance accounts. This is an excellent opportunity for someone looking to build or advance their career in the insurance industry while contributing to a collaborative and inclusive workplace.

Responsibilities

• Provide administrative support to Account Managers in managing a portfolio of commercial insurance accounts.
• Assist in preparing and processing insurance policy renewals, endorsements, and certificates of insurance.
• Respond to client inquiries, providing timely and accurate information about their policies.
• Collaborate with insurance carriers to obtain quotes, process policy changes, and resolve any service issues.
• Review and verify the accuracy of policy documents, ensuring they align with client requests.
• Maintain and update client files in compliance with company and regulatory standards.
• Support in identifying client needs and presenting appropriate insurance product solutions.
• Perform data entry, document preparation, and filing to ensure seamless account management.
• Proactively monitor deadlines and assist in communicating policy changes or updates to clients.

Qualifications/Requirements

• At least 2 years of relevant insurance industry experience required.
• Strong understanding of commercial insurance policies and terminology.
• Proficiency with agency management software and Microsoft Office Suite.
• Excellent organizational and time-management skills with a high level of attention to detail.
• Exceptional written and verbal communication skills to interact with diverse clients and team members.
• Ability to manage multiple tasks in a fast-paced environment while maintaining accuracy and professionalism.
• Commitment to learning and adhering to industry regulations and compliance standards.
• A proactive mindset with problem-solving skills and the ability to work independently or as part of a team.
• Holds an active P&C (Property and Casualty) insurance license.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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