Assistant Account Manager, Commercial Lines
Core
Provides high-level support in obtaining, maintaining, expanding, and servicing commercial lines insurance accounts.
Role type
Assistant Account Manager (Commercial Lines)
Builds
Insurance policies, certificates of insurance, and client service solutions for commercial clients.
Domain
Insurance / Commercial Lines
Required skills
Property & Casualty licensing, policy administration, quote preparation, premium collection, data accuracy, customer service, Microsoft Office proficiency
Preferred skills
Insurance industry experience, critical thinking, problem-solving, adaptability
Technologies
Microsoft Office Suite, Outlook, automated agency management systems
Responsibilities
Respond to policy inquiries via phone and email; prepare certificates of insurance and policy changes; assist with renewal preparation and marketing clients to carriers; coordinate premium financing and collection; check policies and audits for accuracy; prepare quotes and proposals; maintain accurate account files and documentation.
Seniority
Entry-level to Junior, 1-2 years experience