Job Description

Commercial Insurance Assistant Account Manager

Job Summary

Seeking a detail-oriented and proactive Commercial Insurance Assistant Account Manager to join a dynamic team. In this role, you will play a critical part in ensuring the smooth day-to-day management of commercial insurance accounts, while providing exceptional service to clients. The ideal candidate will possess strong organizational skills, excellent communication abilities, and a passion for delivering outstanding customer experiences. If you thrive in a fast-paced environment and enjoy contributing to the success of a team, we encourage you to apply!

Responsibilities

• Support Account Managers in the management and servicing of commercial insurance accounts.
• Assist with the preparation, processing, and review of policies, endorsements, and certificates of insurance.
• Provide timely and professional responses to client inquiries, ensuring a consistently high level of customer satisfaction.
• Coordinate with insurance carriers to obtain quotes, follow up on documentation, and resolve related issues.
• Maintain and update accurate client files, documentation, and databases to ensure compliance and efficiency.
• Assist in identifying coverage gaps, recommending solutions, and supporting renewal processes.
• Collaborate with team members to ensure tasks and projects are executed effectively and on time.
• Stay updated on industry trends, company policies, and regulatory standards to enhance client service and process improvements.
• Perform other administrative and operational duties as required by the team or management.

Qualifications/Requirements

• 3+ years of relevant insurance experience preferred.
• Basic knowledge of commercial insurance products, terminology, and processes.
• Strong attention to detail, with excellent organizational and multitasking abilities.
• Effective written and verbal communication skills to interact professionally with clients, colleagues, and carriers.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
• Required agency management system experience: EPIC
• Demonstrated ability to work both independently and collaboratively in a team environment.
• Client-focused mindset with a commitment to delivering exceptional service.
• Holds an active P&C (Property and Casualty) insurance license.

Compensation Package

• Compensation: $28 - $34 / hour (depending 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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