Commercial Lines Associate Account Manager

Job Type

Full-time

The Associate Account Manager works with the Commercial Lines service team and Risk Advisors to manage day‑to‑day service requests, support client relationships, and prepare for a future Account Manager role.

• Phase 1:
  • Monitor and process tasks in the North Risk Commercial Lines buddy list.
  • Assist the account management team by delivering quick and accurate responses to service requests in a caring and friendly manner.
  • Accept, process, and communicate standard tasks such as certificates, endorsements, policy changes, motor vehicle reports, audits, cancellations, and reinstatements.
  • Receive new policies, prepare policy books for account managers to review, and deliver to Risk Advisors as instructed.
  • Attend and participate in agency service training meetings and scheduled coverage training classes.
  • Develop positive relationships with partner insurance carriers.
  • Enter client activity and other relevant information into the company’s software system(s).
  • Follow all federal and state regulations, and best practices for avoiding errors and omissions.
• Phase 2:
  • Receive, process, and manage incoming requests delegated by account managers, Risk Advisors, and insureds.
  • Accept, process, and communicate more complex tasks such as certificates, elevated endorsements, evidence of insurance, policy changes, basic proposal building, audits, cancellations, and reinstatements.
  • Review certificate contracts and communicate with carriers and account managers regarding necessary policy updates needed to execute certificates.
  • Support processing tasks in the Commercial Lines Buddy List and other internal service workflows.
  • Evaluate and process client requests to help ensure appropriate coverage needs are addressed under supervision.
  • Resolve routine service inquiries related to billing, claims, and policy service needs to support client satisfaction.
  • Continue active participation in agency service training meetings and ongoing professional development.
  • Maintain accurate documentation in company systems and follow established procedures.
• Phase 3:
  • Maintain strong client relationships by responding to correspondence in a timely, accurate, and professional manner with support from the Risk Advisor and account management team.
  • Co‑manage a book of business with experienced team members while helping determine and meet client goals.
  • Assist with client‑facing service needs, including answering questions regarding lines of coverage, carrier changes, claims, billing, and renewal activity.
  • Analyze carrier quotes for accuracy and prepare quote comparisons to support client recommendations and internal decision‑making.
  • Prepare renewal comparisons, policy proposals, and presentation materials that support the account management and sales process.
  • Support remarketing efforts by gathering underwriting information, coordinating with carrier partners, and assisting in the development of insurance solutions for current clients.
  • Communicate and educate clients on coverage, policy options, and service considerations as needed.

• A combination of education and experience generally attained through a high school degree, bachelor’s degree, and work experience in insurance or another service industry.
• Ability to obtain and maintain a property & casualty license.
• Demonstrated customer service experience with the ability to build trust and respond professionally.
• Proven ability to prioritize tasks effectively while paying close attention to detail.
• Strong time‑management skills.
• Ability to work independently and in a team both in‑person and virtually.

• Perform under normal office conditions; may include lifting/carrying objects weighing up to 25 pounds.
• Twist, bend, stoop, kneel, squat, stand, walk, and reach frequently.
• Hear, speak, and effectively verbally communicate in the English language, including following oral and written instructions to communicate with people inside and outside of the organization.
• Sit at a desk for extended periods of time and perform long hours of work sitting at a computer.
• Move around office/building/facilities repeatedly throughout the day.
• Apply manual…