Job Description
Commercial Insurance Assistant Account Executive - Remote (Maryland/Virginia)
We are one of the fastest-growing independent insurance agencies in the Mid-Atlantic region. Our reputation for integrity and exceptional service has earned us the trust of our clients, partners, and the communities we serve. We are committed to building long-term relationships with our clients while fostering the development of the next generation of top-tier insurance professionals.
At our agency, we value teamwork, personal growth, and excellence. When you join our team, you'll have the opportunity to keep learning, develop new skills, and grow both personally and professionally. We maintain a merit-based environment that recognizes and rewards great ideas, positive attitudes, results, and strong teamwork.
Key Responsibilities
- Ordering renewal loss history
- Handling audit inquiries, including disputes and policy adjustments
- Resolving issues with endorsements and billing discrepancies
- Processing new business applications
- Conducting renewal quality control (verifying policy forms, changes, and limits)
- Performing premium and coverage comparisons for renewal business
- Assisting with midterm quoting for existing client needs
- Soliciting carrier renewals (obtaining renewal updates 90 days before the renewal date, if not automatic)
- Providing loss control recommendations
- Processing claims
- Setting up master certificates of insurance
- Developing and updating standard operating procedures (SOPs)
- Training newer staff members
Qualifications
- 5+ years of experience in commercial insurance servicing
- Strong verbal and written communication skills
- Active Property & Casualty license
- Basic math skills and the ability to learn new technology quickly
- Positive attitude, coachable, with excellent listening skills and empathy
- Highly organized with strong time-management abilities
- Ability to multi-task in a fast-paced, deadline-driven environment
- Committed to working with integrity and maintaining confidentiality
- Experience with AMS360 (preferred)
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