Job title: Commercial Lines Assistant Account Manager
Job type: Permanent
Emp type: Full-time
Industry: Insurance
Functional Expertise: Account Assistant
Location: Mequon, WI
Job published: 04/09/2025
Job ID: 133368

Job Description

Job Summary

We are seeking a detail-oriented and organized individual to join our team as a Commercial Lines Assistant Account Manager. The ideal candidate will provide support to our account managers in servicing commercial insurance accounts and ensuring client satisfaction.

Responsibilities

  • Assist in the maintenance of commercial insurance accounts by processing endorsements, certificates, and policy changes.
  • Provide day-to-day client support, addressing inquiries and resolving service issues.
  • Collaborate with account managers to prepare insurance proposals and marketing submissions.
  • Conduct policy reviews and assist in identifying coverage gaps and recommending solutions.
  • Assist in coordinating with insurance carriers and underwriters to obtain quotes and negotiate terms.

Qualifications/Requirements

  • High school diploma or GED required; associate or bachelor's degree preferred.
  • Previous experience in an administrative or assistant role, preferably in an insurance or similar industry.
  • Strong organizational and time management skills.
  • Proficiency in Microsoft Office suite.
  • Excellent written and verbal communication skills.
  • Ability to work effectively in a team environment and maintain a customer-focused approach.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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