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Commercial Insurance Assistant Account Manager

Bing Recruitment
Sarasota, FL Full Time
POSTED ON 2/26/2025
AVAILABLE BEFORE 5/23/2025

Job Description

Job Description

We are seeking an Assistant Commercial Insurance Account Manager to help support a growing Commercial Insurance team. Someone who is interested in learning the commercial side of Insurance or a candidate with prior commercial Insurance experience is ideal. A positive attitude and drive to learn commercial insurance is essential in this position.

Qualifications & Experience :

  • Background in account management, customer service, and experience in an office environment is a plus
  • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues
  • Organizational skills with the ability to prioritize tasks effectively
  • Good communication skills - as you will be speaking and communicating with clients, company underwriters and coworkers.
  • Good writing skills - to send clear correspondence, emails etc. to clients and company underwriters.
  • High School Diploma
  • 2 years experience in insurance
  • Experience with AMS360 a plus
  • Current Property and Casualty License

Responsibilities :

  • Process policy endorsements, certificates of insurance, and other administrative tasks accurately and efficiently
  • insurance products to identify potential business opportunities
  • Set up & send out renewal surveys to clients and assist client with any questions or issues they have in completing the renewal survey materials.
  • Oversee and manage the policy checking and delivery process to insured as directed by the team.
  • Request loss runs from insurance carriers or pull directly from websites.
  • Prepare customer correspondence including certificates of insurance, binders, ID cards, cancellations, letters, etc.
  • Review policies, audits, and endorsements for accuracy; report errors to insurance companies for correction.
  • Responsible for inputting and updating customer and policy information in agency management system and to ensure all information is accurate.
  • Handle questions, research, and resolve problems.
  • Interact with carriers and clients to ensure delivery of exceptional customer service and adherence to policies and procedures.
  • Benefits

  • 401k with employer matching
  • Health Insurance
  • Dental Insurance
  • Life & Disability Insurance
  • PTO and paid holidays
  • Opportunity for advancement and a place to grow your career
  • Apply below if you would like to learn more about this position!

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