Commercial Lines Assistant Account Manager

Job Description

Commercial Lines Assistant Account Manager

Location: Nassau County, NY
Work Schedule: Full-Time | Hybrid Flexibility
Compensation: $70,000 to $90,000 base salary (commensurate with experience)

Our client, a rapidly growing national insurance brokerage is seeking a Commercial Lines Assistant Account Manager to join their expanding Nassau County office. This opportunity is open due to growth-business is booming, and they're looking for the right team player to help support their continued success.

This firm strikes the perfect balance between corporate strength and boutique service . They offer the professional resources of a large organization while maintaining a close-knit, supportive atmosphere. Led by an approachable and down-to-earth CEO, the team fosters a friendly, collaborative environment and frequently hosts team-building events, happy hours, industry conferences, and more.
Key Responsibilities:

• Process and issue Certificates of Insurance in a timely manner
• Handle endorsement and policy change requests
• Submit loss run requests and manage follow-up communications
• Assist in preparing insurance recommendations and summaries
• Maintain and update client records within Applied EPIC
• Perform administrative tasks with strong attention to detail, especially in Excel
• Support Account Managers on large, complex accounts, particularly in real estate (a plus!)

Ideal Candidate Will Have:

• Prior experience in a Commercial Lines insurance agency
• Exposure to large accounts, particularly real estate risks, is highly preferred
• Proficiency in Applied EPIC and working knowledge of Microsoft Excel
• Strong organizational skills and a team-player attitude
• Excellent communication skills and a commitment to client service
• Active P&C license is a plus

What's In It for You:

• Generous compensation -up to $90,000 base for an assistant-level role
• Opportunity to grow with a fast-expanding agency backed by corporate infrastructure
• Flexible hybrid schedule after in-office onboarding period
• A warm, inclusive culture with an emphasis on team collaboration and development
• Frequent office-wide events, networking opportunities, and industry involvement

If you're looking for a supportive, dynamic environment where you can grow your commercial insurance career while enjoying flexibility and a strong team culture, this could be the perfect fit

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