Job description

Commercial Lines Assistant Account Manager (Marketing) Job Summary Seeking a detail-oriented and proactive Commercial Lines Assistant Account Manager to join a dynamic team. This role is pivotal in supporting marketing efforts and ensuring seamless operations within the Commercial Lines department. The ideal candidate will possess strong organizational skills, a collaborative mindset, and the ability to work independently while maintaining a high level of professionalism. This is a hybrid position, requiring 2-3 days in the office, with flexibility for exceptional candidates within driving distance. Compensation Package • Salary : Up to $65,000 annually, commensurate with experience. • Benefits : Comprehensive benefits package. • Work Arrangement : Hybrid (2-3 days in-office). Fully remote candidates within driving distance may be considered. Responsibilities • Proactively monitor the marketing inbox daily to manage incoming renewal marketing requests and ensure timely distribution to team members. • Maintain and track all marketing submissions through the InsuredMine platform, ensuring consistent follow-up and visibility. • Review marketing submissions for completeness and collaborate with Sales Producers to gather necessary details. • Prepare and organize insurance applications for submission, verifying accuracy and completeness. • Assist in drafting polished, client-focused proposals aligned with Sales Producer strategies and client objectives. • Coordinate post-bind communications by sending onboarding letters to clients and introducing the assigned Account Manager. • Review bound policies to confirm coverage accuracy and alignment with quoted proposals. • Maintain and update client and policy information in the agency management system to ensure data integrity. • Once trained, assist with rating accounts and providing preliminary indications as part of the submission process. • Support the marketing team with various tasks and special projects aimed at enhancing efficiency and effectiveness. Qualifications/Requirements • Experience : Prior experience in a Commercial Lines Assistant Account Manager role or similar position within an independent agency is required. • Education : Relevant certifications or licenses are preferred but not mandatory. • Technical Skills : Proficiency in Epic software and familiarity with InsuredMine or similar platforms is highly desirable. • Soft Skills : • Strong written and verbal communication skills with excellent grammar and professionalism. • Ability to work independently while being a collaborative team player. • Self-sufficient and proactive, with the ability to manage tasks without constant supervision. • Non-confrontational and adaptable to a team-oriented culture. • Location : Candidates must be within driving distance of the office. Fully remote candidates will be considered if they can attend in-office meetings quarterly. #LI-DD3

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Must-haves

Commercial Lines Assistant Account Manager (Marketing)
Compensation Package
Salary : Up to $65,000 annually, commensurate with experience.
Benefits : Comprehensive benefits package.
Work Arrangement : Hybrid (2-3 days in-office). Fully remote candidates within driving distance may be considered.
Proactively monitor the marketing inbox daily to manage incoming renewal marketing requests and ensure timely distribution to team members.
Maintain and track all marketing submissions through the InsuredMine platform, ensuring consistent follow-up and visibility.
Review marketing submissions for completeness and collaborate with Sales Producers to gather necessary details.
Prepare and organize insurance applications for submission, verifying accuracy and completeness.
Assist in drafting polished, client-focused proposals aligned with Sales Producer strategies and client objectives.
Coordinate post-bind communications by sending onboarding letters to clients and introducing the assigned Account Manager.
Review bound policies to confirm coverage accuracy and alignment with quoted proposals.
Maintain and update client and policy information in the agency management system to ensure data integrity.
Once trained, assist with rating accounts and providing preliminary indications as part of the submission process.
Support the marketing team with various tasks and special projects aimed at enhancing efficiency and effectiveness.
Qualifications/Requirements
Experience : Prior experience in a Commercial Lines Assistant Account Manager role or similar position within an independent agency is required.
Technical Skills : Proficiency in Epic software and familiarity with InsuredMine or similar platforms is highly desirable.
Strong written and verbal communication skills with excellent grammar and professionalism.
Ability to work independently while being a collaborative team player.
Self-sufficient and proactive, with the ability to manage tasks without constant supervision.
Non-confrontational and adaptable to a team-oriented culture.
Location : Candidates must be within driving distance of the office. Fully remote candidates will be considered if they can attend in-office meetings quarterly.

Nice-to-haves

Education : Relevant certifications or licenses are preferred but not mandatory.

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