Commercial Lines Assistant Account Manager (Marketing)

Job Summary

Looking for a detail-oriented and proactive Commercial Lines Assistant Account Manager to join a growing team. This role is integral to our operations, supporting the marketing team in managing insurance submissions, preparing proposals, and ensuring seamless communication with clients.

Compensation Package

• Salary: Up to $65,000 annually, commensurate with experience.
• Benefits: Comprehensive benefits package, including 401(k) plan.

Responsibilities

• Proactively monitor the marketing inbox daily to manage incoming renewal marketing requests and ensure timely distribution to team members.
• Maintain and track all marketing submissions through the InsuredMine platform for consistent follow-up and visibility.
• Review marketing submissions for missing or incomplete information, collaborating with Sales Producers to gather necessary details.
• Prepare and organize insurance applications for submission, verifying accuracy and completeness.
• Assist in drafting polished, client-focused proposals aligned with Sales Producer strategies and client objectives.
• Coordinate post-bind communications by sending onboarding letters to clients and introducing the assigned Account Manager.
• Review bound policies to confirm accuracy of coverage and alignment with quoted proposals.
• Maintain and update client and policy information in the agency management system to ensure data integrity.
• Once trained, assist with rating accounts and providing preliminary indications as part of the submission process.
• Support the marketing team with various tasks and special projects aimed at enhancing efficiency and effectiveness.

Qualifications/Requirements

• Experience: Prior experience in a Commercial Lines Assistant Account Manager role within an independent agency is required.
• Technical Skills: Proficiency in Epic software and familiarity with insurance applications and submissions.
• Soft Skills:
  • Strong written communication skills with attention to grammar and professionalism.
  • Self-sufficient and proactive, with the ability to work independently while being a team player.
  • Non-confrontational and collaborative, fostering a positive team environment.
• Work Ethic: Commitment to long-term growth and stability; not seeking short-term job hoppers.
• Location: Must be within driving distance of the office for hybrid work arrangements. Fully remote candidates will be considered if they meet all other criteria and can attend quarterly in-office meetings.

#LI-DD3