Small Business Insurance Assistant Account Manager (Sr Associate Client Representative)

Job Title Small Business Insurance Assistant Account Manager Job Summary Seeking a motivated and detail-oriented Small Business Insurance Assistant Account Manager to support the management of small business insurance accounts. This role involves providing exceptional customer service, administrative support, and maintaining strong client relationships. A proven ability to organize, multi-task, and work effectively in a fast-paced industry is essential. This position offers an excellent opportunity for career growth within a collaborative and supportive team environment. Responsibilities Assist Account Managers with the daily servicing of small business insurance accounts. Respond to client inquiries, process policy renewals, and handle updates promptly. Prepare and manage documentation, including certificates of insurance, invoices, and policy summaries. Communicate with clients, insurance carriers, and internal teams to resolve issues and answer questions. Maintain accurate client files, documents, and records in the agency management system. Support the quoting process by coordinating and reviewing required information for new and renewal policies with carriers. Ensure compliance with industry standards, policies, and procedures. Identify and escalated potential client or account concerns to senior team members or leadership. Stay updated on industry trends, regulations, and insurance products to better assist clients and enhance team performance. Qualifications / Requirements Associate’s or Bachelor’s degree in Business, Finance, Insurance, or a related field, or equivalent work experience. Minimum of 1-2 years of experience in insurance or customer service, preferably in small business insurance. Proficiency in Microsoft Office Suite (Word, Excel, Outlook); experience with insurance agency management systems (e.g., AMS360, Applied Epic) is a plus. Active Property & Casualty Insurance License or ability to obtain one within a specified timeframe. Strong communication and interpersonal skills to engage professionally with clients and team members. Excellent organizational skills and keen attention to detail. Ability to prioritize and manage multiple tasks effectively in a fast-paced environment. Self-motivated with a proactive approach to problem‑solving and continuous improvement. Benefits Competitive compensation and benefits, including health insurance, retirement plans, and opportunities for professional development. Supportive team environment focused on growth and career advancement. Opportunity to work directly with small business clients, helping safeguard their futures while fostering peace of mind. Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion. #J-18808-Ljbffr The Jonus Group