Job Description

Commercial Lines Assistant Account Manager

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Assistant Account Manager (CLAAM) to join a growing team. As a CLAAM, you will play a vital role in supporting Account Managers, handling claims, processing Certificates of Insurance (COIs), endorsements, marketing, and quoting new and renewal business.

Compensation Package

• Salary: Up to $75,000 annually, commensurate with experience.
• Benefits: Comprehensive benefits package, including health insurance.
• Travel: No travel required.

Responsibilities

• Provide general servicing and administrative support to Account Managers.
• Handle claims, process Certificates of Insurance (COIs), endorsements, and other client requests.
• Assist with marketing efforts for new and renewal business.
• Utilize EPIC software for account management and documentation.
• Collaborate with team members to ensure client satisfaction and account retention.
• Maintain a high level of professionalism and accuracy in all client interactions.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license required.
• Experience: Minimum of 2 years of experience in a similar role, preferably within a larger agency.
• Software Proficiency: Experience with EPIC software is highly preferred.
• Skills: Strong organizational, communication, and problem-solving skills.
• Education: High school diploma or equivalent required; additional certifications or training in insurance is a plus.
• Work Ethic: Stable and steady professional background with a commitment to excellence.

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