Commercial Lines Assistant Account Manager

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Assistant Account Manager to join a growing team. This role offers a unique opportunity to gain exposure to the full spectrum of the insurance process, from initial requests to policy summaries. As part of a close-knit and collaborative team, you will work alongside experienced professionals in a supportive environment that fosters growth and development. If you are looking to advance your career in the insurance industry and thrive in a team-oriented culture, we encourage you to apply.

Compensation Package

• Salary: $60,000 - $70,000 annually, commensurate with experience.
• Benefits: Comprehensive benefits package, including 401(k).
• Work Arrangement: Hybrid schedule. Onsite training may be required depending on experience.
• Equipment: Company-provided equipment for remote work.

Responsibilities

• Assist Account Managers and Account Executives with day-to-day administrative tasks.
• Handle data entry, Certificates of Insurance (COIs), auto ID cards, and other documentation.
• Support the team in managing commercial middle-market and large accounts, primarily in the energy sector (80%), as well as manufacturing, distribution, construction, and property.
• Collaborate with the team to address client requests, process endorsements, and manage policy-related tasks.
• Communicate with underwriters and assist in preparing marketing plans, proposals, and policy summaries.
• Ensure accurate invoicing, premium financing, and contract reviews.
• Provide support during audits and address client inquiries.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license preferred (must be obtained if not already held).
• Experience: Minimum of 2 years of experience in the insurance industry or a professional business setting.
• Technical Skills: Proficiency in Microsoft Excel and familiarity with insurance software such as ImageRight and AMS360.
• Attributes: Strong attention to detail, excellent organizational skills, and a team-oriented mindset. Must be eager to learn and grow within the organization.

#LI-EL1