Job description

Commercial Lines Assistant Account Manager Job Summary Seeking a dedicated and detail-oriented Commercial Lines Assistant Account Manager to join a growing team. This role is integral to supporting Commercial Lines department, ensuring seamless service delivery to clients. The ideal candidate will thrive in a collaborative environment, possess strong organizational skills, and demonstrate a commitment to excellence in client service. This position offers a hybrid work model, with the flexibility to work remotely part of the week, while maintaining a close connection with the team in the office. Compensation Package • Salary Range : $50,000 - $70,000 (commensurate with experience) • Comprehensive benefits package • Hybrid work model: 2-3 days in-office, with flexibility for remote work Responsibilities • Process policy changes, endorsements, and certificates of insurance with accuracy and efficiency • Handle evidences of insurance and other client documentation needs • Provide administrative support to Account Managers and the Commercial Lines team • Collaborate with team members to ensure timely and accurate service delivery • Maintain and update client records in the Epic software system • Assist with quoting new and renewal business as needed • Communicate professionally with clients, carriers, and internal stakeholders Qualifications/Requirements • Experience : Minimum of 2 years in a similar role within an independent insurance agency, with a focus on Commercial Lines • Technical Skills : Proficiency in Epic software or similar agency management systems preferred • Soft Skills : • Strong written and verbal communication skills with attention to grammar and professionalism • Self-sufficient and proactive, with the ability to work independently while being a team player • Non-confrontational and approachable demeanor • Detail-oriented and highly organized • Education : Relevant certifications or licenses in insurance are a plus • Work Style : Hybrid work model; candidates must be within driving distance of the office and available for occasional in-office meetings #LI-DD3

Requirements

Must-haves

Commercial Lines Assistant Account Manager
Compensation Package
Comprehensive benefits package
Hybrid work model: 2-3 days in-office, with flexibility for remote work
Process policy changes, endorsements, and certificates of insurance with accuracy and efficiency
Handle evidences of insurance and other client documentation needs
Provide administrative support to Account Managers and the Commercial Lines team
Collaborate with team members to ensure timely and accurate service delivery
Maintain and update client records in the Epic software system
Assist with quoting new and renewal business as needed
Communicate professionally with clients, carriers, and internal stakeholders
Qualifications/Requirements
Experience : Minimum of 2 years in a similar role within an independent insurance agency, with a focus on Commercial Lines
Strong written and verbal communication skills with attention to grammar and professionalism
Self-sufficient and proactive, with the ability to work independently while being a team player
Non-confrontational and approachable demeanor
Detail-oriented and highly organized
Work Style : Hybrid work model; candidates must be within driving distance of the office and available for occasional in-office meetings

Nice-to-haves

Technical Skills : Proficiency in Epic software or similar agency management systems preferred
Education : Relevant certifications or licenses in insurance are a plus

Application prep

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