Job Description

Personal Lines Assistant Account Manager

Job Summary
A growing insurance brokerage is seeking a Personal Lines Assistant Account Manager to support an expanding team. This role focuses on servicing personal lines accounts, assisting with day-to-day client needs, and supporting Account Managers to ensure efficient and accurate account handling. The organization offers the resources of a larger firm combined with a collaborative, team-oriented environment.

Responsibilities

• Process and issue Certificates of Insurance in a timely manner
• Handle endorsements and policy change requests
• Submit loss run requests and manage follow-up communications
• Assist in preparing insurance recommendations and client summaries
• Maintain and update client records within agency management software (Applied EPIC)
• Perform administrative and data-related tasks with strong attention to detail, including Excel work
• Support Account Managers with servicing standard personal lines accounts

Qualifications/Requirements

• Prior experience within a personal lines insurance agency
• Exposure to larger personal lines accounts or complex risks is preferred
• Proficiency with Applied EPIC and Microsoft Excel
• Strong organizational skills and ability to work in a team environment
• Excellent communication skills and commitment to client service
• Holds an active P&C (Property and Casualty) insurance license

Compensation Package

• Base salary range: $60,000 – $70,000
• Commission: 50% on new business

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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