Commercial Insurance Assistant Account Manager

Commercial Lines Assistant Account Manager Job Description

Seeking a dedicated and experienced Commercial Lines Assistant Account Manager to join a dynamic team. In this role, you will support two Account Managers in managing a diverse portfolio of commercial lines accounts, including bonds administration. This position requires a motivated individual who thrives in a collaborative environment and is committed to delivering exceptional service to clients.

• Salary:
  Competitive and commensurate with experience.
• Benefits:
• 75% coverage on medical, disability, and dental insurance.
• Simple IRA with up to 3% match.
• One day per week work-from-home option after the training period.

• Provide administrative support to two Account Managers.
• Handle Certificates of Insurance (COIs) and other administrative tasks.
• Maintain and manage a book of business with accounts of varying sizes.
• Collaborate with the team to ensure seamless service delivery.
• Occasionally communicate with clients via email.
• Assist with quoting new and renewal business as needed.

• Licenses/Certifications:
  
  Property & Casualty (P&C) license required.
• Experience:
• 3-5 years of experience in commercial lines insurance.
• Experience working with accounts of all sizes and a generalist approach.
• Familiarity with bonds administration is a plus.
• Software
  
  Skills:
  
  Proficiency in EPIC software is required.
• Soft Skills:
• Strong teamwork and collaboration abilities.
• Excellent organizational and time-management skills.
• Attention to detail and accuracy in administrative tasks.
• Effective written communication skills for client interactions.
• Self-motivated and proactive in completing tasks.