CareerPlan

Assistant Account Manager, Commercial Lines

Newport Beach, CA, USFull-time$69k–$73k2026-10-29 → 2026-11-12

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 and client service for commercial accounts

Domain

Insurance / Commercial Lines

Required skills

Property & Casualty licensing, policy administration, quote preparation, premium collection, data accuracy, customer service, Microsoft Office proficiency

Preferred skills

Medical Malpractice Insurance experience

Responsibilities

Respond to policy inquiries via phone and email, prepare certificates of insurance and policy changes, assist with renewal preparation, coordinate premium financing, check policies and audits for accuracy, prepare quotes and proposals, maintain accurate account files

Seniority

Entry-level to Junior, 1-2 years experience