Commercial Insurance Assistant Account Manager

Job Description

Job Description

Commercial Insurance Assistant Account Manager

We’re seeking a brilliant Commercial Insurance Assistant Account Manager to join our growing team! Come be a part of a family-owned Insurance Brokerage serving clients who appreciate the value of working with an established, reputable company.

Key Responsibilities:

• Determine customer requirements and expectations to identify the best products and solutions
• Assist Agency Producers with new business processing and follow-up
• Review renewal business and take appropriate follow-up action based on degree of change
• Cross-sell and up-sell products to existing clients
• Retain clients at the point of cancellation through proactive communication
• Keep accurate records of customer interactions, inquiries, and actions taken
• Assist with annual reviews and prepare personalized coverage recommendations
• Prepare renewal and new business packets for Producers
• Perform risk analysis and field underwriting
• Serve as a client and claims liaison, monitoring claims and communication
• Solicit, sell, and negotiate new business policies
• Schedule appointments for Producers to meet with clients
• Perform other duties as assigned

What You Bring:

• High-energy, positive attitude with a strong work ethic
• Ability to meet individual performance goals and metrics
• Excellent multitasking and organizational skills
• Strong attention to detail and follow-through
• Outstanding written and verbal communication skills
• Solid understanding of insurance products, billing, and underwriting basics
• Team-oriented mindset — open to feedback and collaboration
• Empathetic and professional communication style with clients
• Problem-solving mindset and ability to find timely solutions
• Strong computer skills, including Windows and Microsoft Office
• Familiarity with Acord applications, supplemental applications and customer data collection

Benefits & Perks:

• Competitive guaranteed hourly wage
• Commission and bonus opportunities
• Medical, dental, and vision benefits
• 401(k) with employer match
• Paid product training and continuing education
• Career advancement opportunities
• Employee rewards and discounts
• And much more!

This position is with a Farmers independent contractor agent, not with Farmers Insurance Companies. Employees of Farmers agents must successfully complete applicable licensing requirements and training programs. Farmers agents are independent contractors who hire their own employees. Farmers agents’ employees are not employees of Farmers Insurance.

This is a full-time Permanent position