Assistant Account Manager

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

The Commercial Lines Assistant Account Manager plays a key role in supporting our Commercial Lines service team by providing exceptional administrative and operational support to Account Managers, Account Executives, and Producers. This position helps ensure a seamless client experience through accurate policy processing, maintenance of agency management systems, and timely support of day-to-day servicing activities.

The ideal candidate is highly organized, detail-oriented, and enjoys working in a fast-paced environment. Success in this role requires strong communication skills, the ability to manage multiple priorities, and a commitment to delivering excellent customer service while maintaining the integrity of client and policy information.

This is an excellent opportunity for someone looking to build a long-term career in the insurance industry while gaining hands‑on experience supporting commercial insurance clients and account teams.

• Prepare, process, review, and monitor insurance documents including certificates of insurance, Auto , binders, summaries of insurance, audits, endorsements, proposals, and renewal information requests.
• Ensure policies and coverage documentation accurately reflect quoted, proposed, and bound terms.
• Collect and maintain client information and insurance specifications.
• Respond promptly and professionally to requests from clients, underwriters, carriers, and internal team members.
• Set up and maintain client accounts within agency management systems, including uploading documents and tracking outstanding items.
• Complete premium finance agreement requests and premium allocations as needed.
• Request, review, and summarize loss runs to support account servicing and renewal activities.
• Assist with claims processing and provide client advocacy when appropriate.
• Review and monitor electronic downloads and carrier communications.
• Retrieve policy documents from carrier websites when downloads are unavailable.
• Perform policy checking for new business, rewrites, endorsements, and renewals.
• Process cancellations, non-pay notices, and reinstatements while ensuring appropriate follow-up actions are completed.
• Prepare correspondence related to new business, cancellations, and lost business opportunities.
• Maintain accurate and up-to-date policy information within agency management systems.
• Stay current on email correspondence, task management, and agency workflows.
• Follow agency guidelines, policies, and procedures.
• Participate in continuing education and professional development opportunities.

• High School Diploma required.
• Associate's or Bachelor's Degree preferred.
• 1-3 years of experience in an administrative, customer service, insurance support, banking, financial services, or professional office environment preferred.
• Insurance industry experience is helpful but not required.
• Commercial insurance experience is a plus.
• Strong proficiency with Microsoft Office Suite, including Microsoft Excel.
• Excellent written and verbal communication skills.
• Exceptional customer service and telephone etiquette.
• Strong organizational skills and attention to detail.
• Ability to prioritize competing responsibilities and meet deadlines.
• Ability to maintain confidentiality and handle sensitive information.
• Strong problem-solving skills and ability to work collaboratively in a team environment.

• Property & Casualty License preferred but not required.
• Candidates must be willing to obtain insurance licensing as required by the Company.

$24.00 per hour

The pay range provided above is made in good faith and based on factors including experience, geographic location, market conditions, and budget considerations.

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits:
  
  Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits:
  
  ESPP; 401(k);
  Student Loan Assistance;
  Tuition Reimbursement
• Mental Health & Wellness:
  Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits:
  Paid Time Off, Holidays, Preferred Partner Discounts, and more

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits.…