Assistant Commercial Account Manager

Commercial Lines Assistant Account Manager

We are seeking a motivated and detail-oriented Commercial Lines Assistant Account Manager to support our commercial insurance team. This role provides day-to-day administrative and client service support while helping maintain strong relationships with clients, producers, and insurance carrier partners. The ideal candidate is organized, proactive, and thrives in a fast-paced, team-oriented environment.

Position Overview

The Assistant Account Manager plays a key role in servicing commercial insurance accounts by assisting with policy processing, quoting, and client communication in accordance with agency standards and procedures.

Key Responsibilities

• Provide responsive, professional service to commercial clients via phone and email
• Support account managers and producers with policy servicing and administrative tasks
• Prepare annual review and renewal correspondence
• Process endorsements, policy changes, and coverage updates
• Assist with quoting and marketing for new and existing commercial accounts
• Work with multiple carrier rating platforms and underwriting guidelines
• Process additional lines of coverage for existing clients
• Follow up on cancellations, billing issues, and outstanding items
• Prepare and issue Evidence of Insurance, Certificates, Auto ID Cards, applications, and cancellation forms
• Communicate with clients and carriers to obtain information and provide account updates
• Stay current on industry trends, carrier products, and continuing education requirements

Qualifications & Experience

• High school diploma or equivalent required
• Active Property & Casualty license preferred or willingness to obtain within the first year
• 2+ years of insurance industry experience preferred
• Familiarity with commercial lines coverages and insurance carrier products
• Experience with Applied EPIC agency management system preferred
• Comfortable navigating multiple carrier portals and rating systems
• Proficient in Microsoft Word and Excel

Skills & Attributes

• Strong verbal and written communication skills
• Excellent customer service and relationship management abilities
• Highly organized with strong attention to detail
• Ability to manage multiple tasks and meet deadlines
• Ability to perform effectively in a fast-paced environment
• Proactive, dependable, and team-oriented self-starter

Why Join Our Team

• Collaborative and supportive team environment
• Opportunity to grow within commercial lines insurance
• Exposure to multiple carriers and lines of business
• Ongoing training and professional development