Base: $60K to $75K depending on experience
Position Overview
A well-established and growth-oriented insurance brokerage is seeking a Commercial Insurance Assistant Account Manager to support a diverse book of commercial insurance business. This role provides day-to-day servicing support to Account Managers and Producers while helping ensure accounts are handled accurately, efficiently, and with a high level of client service.
The ideal candidate is organized, responsive, detail-oriented, and comfortable working in a fast-paced insurance environment. This is an excellent opportunity to join a collaborative team and continue developing expertise in commercial insurance account management.
Key Responsibilities
- Provide day-to-day servicing support to Account Managers and Producers.
- Process certificates of insurance, endorsements, and other policy-related requests.
- Assist with renewal preparation, follow-up, and account documentation.
- Support remarketing efforts by gathering information and coordinating with carriers.
- Respond to client and carrier inquiries in a timely and professional manner.
- Maintain accurate and complete policy and account records.
- Communicate with clients, underwriters, and carrier representatives as needed.
- Assist Account Managers with maintaining strong client relationships and supporting account retention.
- Manage multiple priorities while meeting deadlines and maintaining a high level of accuracy.
Qualifications
- Active Property & Casualty (P&C) license required.
- Experience with Applied EPIC preferred
- Experience servicing commercial insurance accounts.
- Experience with certificates, endorsements, and policy documentation preferred.
- Strong organizational and multitasking skills.
- Excellent attention to detail and accuracy.
- Professional written and verbal communication skills.
- Strong client-service orientation and a collaborative approach.
- Ability to work effectively in a fast-paced, team-oriented environment.
Core Competencies
- Commercial insurance knowledge
- Strong customer service skills
- Organization and attention to detail
- Ability to prioritize and manage deadlines
- Clear and professional communication
- Teamwork and accountability
- Problem-solving and follow-through
