Commercial Lines Assistant Account Manager

The Commercial Lines Assistant Account Manager supports Account Managers in servicing commercial insurance accounts. This includes tasks such as loss runs, proposals and pre-renewals, billing inquiries, processing endorsements, claims follow-up, underwriting requests, and occasional quoting. This role follows the agency's service standards and ensures accurate, timely work that upholds the agency's quality expectations.

Primary Responsibilities

• Provide technical support to Account Managers
• Request loss runs
• Review audits and request worksheets when needed
• Prepare proposals and pre-renewals
• Process advanced endorsements
• Follow up on claims
• Complete policy check-ins
• Communicate with underwriters
• Add or delete equipment as required

Personal and Organizational Development

• Follow established workflows to ensure efficient and accurate processing
• Maintain positive and effective relationships with clients, coworkers, carriers, vendors, and business partners
• Stay informed on industry updates, new products, legislation, coverage changes, and technology
• Communicate clearly with others and collaborate to support agency goals

Knowledge, Skills, and Abilities

• Minimum of one year of commercial insurance experience
• Advanced certificate processing skills
• Strong written and verbal communication
• Ability to interpret written and verbal instructions and understand abstract information
• Strong attention to detail
• Familiarity with AMS360 and ImageRight
• Ability to process written and digital materials visually
• Active Property and Casualty license required for remote work
• Knowledge of insurance products and markets
• Ability to manage complex tasks with multiple variables