Job Description

Job Title: Commercial Insurance Junior Account Manager

Job Summary

Seeking a motivated and detail-oriented Commercial Insurance Junior Account Manager to join a team. This position provides an exciting opportunity to support account managers in delivering exceptional service and solutions. You will play a key role in assisting with the management of client portfolios, preparing documentation, and ensuring a seamless client experience in the commercial insurance space.

Responsibilities

• Provide support to account managers in handling commercial client accounts.
• Assist with the preparation and processing of insurance quotes, renewals, endorsements, and client documentation.
• Serve as a point of contact for clients, addressing inquiries, resolving minor issues, and ensuring a high-quality customer experience.
• Conduct account reviews to ensure all relevant information is accurate and up to date.
• Coordinate with insurance carriers to ensure efficient processing and resolution of client needs.
• Maintain organized client files and databases, ensuring compliance with company and regulatory standards.
• Assist in identifying cross-selling or upselling opportunities for additional insurance products and services.
• Collaborate with team members to drive improvement in workflows and client outcomes.
• Participate in team meetings, training sessions, and professional development opportunities to enhance industry knowledge.

Qualifications/Requirements

• Proven experience in an Account Assistant role or similar position in an administrative or client service capacity.
• Knowledge of, or willingness to learn, commercial insurance concepts, products, and processes.
• Exceptional attention to detail and organizational skills.
• Strong interpersonal and communication skills, with a proactive approach to client interaction.
• Ability to prioritize effectively, manage time well, and meet deadlines in a fast-paced environment.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with CRM tools preferred.
• Holds an active P&C (Property and Casualty) insurance license - or willingness to obtain.

Compensation Package

• Compensation: Between $60K-$70K (based on experience).
• Competitive benefits package, paid time off, professional development opportunities, etc.

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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