Commercial Lines Account Assistant

Location

Franklin, TN

In-Office, Full-Time

Position Overview

We are seeking a detail-oriented and proactive Commercial Lines Account Assistant to support our Commercial Lines Account Managers in policy administration and customer service. This role is ideal for a professional who thrives in a fast-paced office environment and is eager to grow their knowledge of the insurance industry. The Account Assistant will play a key role in maintaining excellent customer service, processing policy documentation, and supporting account management functions.

Key Responsibilities:

Policy Administration & Customer Service

• Assist Account Managers with policy administration tasks, including policy checking, updates, and internal renewal reviews.
• Prepare, receive and send customer notifications and correspondence regarding policy changes, renewals, and important updates.
• Process and manage certificates of insurance for clients promptly.
• Handle small bonds and provide administrative support for simple account management tasks.

Claims & Renewal Support

• Assist with some claim submissions and follow-ups, ensuring timely communication with clients and carriers.
• Conduct internal renewal reviews and processing, coordinating with Account Managers to ensure smooth renewals.

Marketing & General Account Assistance

• Provide insurance marketing support, including gathering and preparing required documentation as needed.
• Support Account Managers with general account assistance and administrative duties.

Ideal Candidate Qualifications:

Skills & Competencies

• Strong written and verbal communication skills, both for customer interactions and internal team collaboration.
• Ability to manage multiple administrative tasks efficiently and without follow-up from management.
• Comfortable working in various customer management platforms and insurance systems.
• Highly organized, detail-oriented, and able to thrive in a fast-paced office environment.
• A team player who is eager to learn and grow in the insurance industry.

Experience & Education

• Prior experience in an administrative, customer service, or insurance-related role is preferred but not required.
• Basic knowledge of commercial insurance is a plus, but training will be provided.
• Will be required to obtain property and casualty insurance licenses. If candidate is currently licensed this is an advantage.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and CRM/insurance software is a plus.

Benefits

• 401(K) with matching

• Health Insurance

• Dental Insurance

• Vision Insurance

• Holidays, Vacation, and Sick Leave

• Long-Term and Short-Term Disability

• Professional growth and advancement opportunities

Why Join Our Team?

• Opportunity to work alongside experienced insurance professionals and develop a career in commercial insurance in a fun and energetic environment.
• A collaborative and supportive team environment that values professional growth and work/life balance.
• Competitive salary, benefits, and opportunities for advancement.

If you are detail-oriented, eager to learn, and ready to support a dynamic team, we encourage you to apply!