Assistant Account Manager -Commercial Lines
Core
Provides administrative, operational, and client service support to the commercial insurance account management team.
Role type
Assistant Account Manager (Commercial Lines)
Builds
Client accounts and insurance policies for small business and commercial clients
Domain
Insurance / Commercial Lines
Deliverable
client delivery
Required skills
Policy administration, loss run analysis, invoicing support, document management, client communication, regulatory compliance
Preferred skills
Insurance product knowledge, rating systems familiarity, mentorship readiness
Technologies
Sagitta, EPIC Portal
Responsibilities
Process certificates of insurance, binders, policy changes, and endorsements; Issue Auto ID cards and respond to routine client service needs; Prepare renewal proposals and insurance applications; Obtain and analyze loss runs; Support invoicing and premium finance quote requests; Maintain accurate records in the Agency Management System; Run Motor Vehicle Reports (MVRs) and replacement cost valuation reports; Develop and maintain positive relationships with clients, carriers, and vendors.
Seniority
Entry-level, service-oriented support role