Job Description
Commercial Lines Associate Account Manager
Job Summary
Seeking a dedicated and detail-oriented Commercial Lines Associate Account Manager to join a team. As a part of the team, you will play a key role in supporting the commercial lines operations, ensuring exceptional service to the clients. This is an excellent opportunity to join a well-established, full-service independent insurance brokerage.
Compensation Package
- Salary Range: $40,000 - $50,000 per year
- Benefits: Comprehensive benefits package offered
- Remote Work: Fully remote position
Responsibilities
- Process change requests, endorsements, certificates of insurance, audits, auto ID cards, evidence of property insurance, and other insurance documents.
- Handle billing and invoicing tasks.
- Prepare premium finance agreements.
- Check and process renewal policies.
- Serve as a backup for the front desk, including answering phones and distributing mail/email.
- Quote new and renewal accounts online.
- Provide exceptional support for general business accounts with premiums under $25,000, specializing in janitorial risk on a nationwide basis.
Qualifications/Requirements
- Licensure: Active Property & Casualty (P&C) license is required.
- Experience: Minimum of 2 years of experience in an independent insurance agency, preferably in a Commercial Lines role. Candidates with prior experience as a Customer Service Representative (CSR) or Associate Account Manager are highly preferred.
- Technical Skills: Proficiency in Applied EPIC software is required.
- Attention to Detail: Strong organizational skills and the ability to manage multiple tasks efficiently.
- Customer Service: Excellent communication and interpersonal skills to provide outstanding client support.
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