Commercial Account Assistant

Our clients company specializes in providing both commercial and personal lines of insurance offering tailored solutions to meet their clients unique needs. They are known for delivering exceptional customer service and fostering strong relationships within the community.

The company is seeking a detailoriented Commercial Account Assistant to join their team. This role is 100% servicebased with no sales quotas or cold calling involved. It is a crucial position that supports the efficient operation of their insurance services team ensuring clients receive topnotch assistance and seamless communication.

This position includes fully employerpaid Bronzelevel medical dental and vision benefits for employees as well as an IRA. Additional premium benefits for dependents and spouses are available at cost.

Responsibilities

• Work closely with account managers to process claims policy changes cancellations payments renewals endorsements certificates of insurance and proposals.
• Communicate effectively with clients via phone and email to support a positive client experience by addressing inquiries and resolving issues promptly.
• Maintain accurate and complete client and policy records in the Agency Management System (Newton) while adhering to company protocols.
• Handle sensitive and confidential information with the utmost discretion complying with company policies and procedures.
• Process certificates and endorsements run audits and learn to remarket policies to carriers.
• Answer phones and assist with a variety of insurancerelated tasks.
• Train inoffice for the first 90 days with the potential for a hybrid schedule based on performance workspace suitability and ability to work independently.

Qualifications

If you are a servicedriven insurance professional looking to build your career with a dynamic team we encourage you to apply.