Commercial Lines Assistant Account Manager

Job Description

Commercial Lines Assistant Account Manager

Job Summary

We are seeking a detail-oriented and proactive Commercial Lines Assistant Account Manager to support our team in managing commercial insurance accounts. In this role, you will assist with the day-to-day servicing of client accounts, help manage renewals, endorsements, policy changes, and provide essential administrative support to Account Managers. The Assistant Account Manager will also play a key role in maintaining strong client relationships and ensuring that all client needs are met in a timely and efficient manner.

Key Responsibilities

• Client Account Support:
• Assist the Account Manager with managing a portfolio of commercial insurance clients, including policy updates, renewals, endorsements, and cancellations.
• Respond to client inquiries and requests, providing timely and accurate information regarding their policies.
• Help monitor and track the status of clients' accounts to ensure all required documentation and renewals are processed in a timely manner.
• Policy Management & Documentation:
• Prepare and process policy documentation, including certificates of insurance, endorsements, and policy changes.
• Maintain accurate and up-to-date client files and records, ensuring that all communications and changes are properly documented.
• Ensure that all policies comply with legal and regulatory requirements, following up on missing information or discrepancies.
• Support in Claims Handling:
• Assist clients in reporting claims by gathering necessary information and ensuring timely submission to the insurer.
• Follow up with insurance carriers and clients on the status of claims, providing updates and resolving any issues that arise during the process.
• Communicate with the Account Manager and underwriting team to ensure claims are processed efficiently.
• Renewal and Retention Support:
• Help the Account Manager with preparing for client policy renewals by reviewing coverage, making recommendations for updates, and ensuring that all necessary documents are ready.
• Assist in coordinating the renewal process, following up with clients for necessary information, and ensuring smooth transitions between policies.
• Monitor client retention metrics and support efforts to renew and retain business.
• Administrative and Operational Support:
• Provide general administrative support to the Account Management team, including preparing reports, maintaining spreadsheets, and updating client databases.
• Assist with preparing and organizing proposals, marketing materials, and client presentations.
• Coordinate meetings and communications between clients, underwriters, and other departments to ensure the smooth operation of client accounts.
• Client Interaction & Communication:
• Communicate with clients to request information, update them on policy changes, and address minor issues or questions.
• Maintain positive client relationships through consistent follow-up and excellent customer service.
• Assist with resolving any client concerns in a timely and professional manner, escalating issues to the Account Manager when necessary.
• Collaboration with Internal Teams:
• Work closely with Account Managers, underwriters, and sales teams to ensure effective collaboration and smooth management of accounts.
• Provide necessary information and documentation to other departments as needed to support the completion of tasks and client requests.
  

Qualifications

• Education: Associate’s or Bachelor’s degree in Business, Insurance, or a related field (preferred).
• Experience:
• 1-3 years of experience in commercial insurance or a related administrative role.
• Knowledge of commercial insurance products and industry terminology is a plus.
• Skills:
• Strong communication and interpersonal skills, with the ability to interact professionally with clients and internal teams.
• Proficiency with office software (Microsoft Office Suite) and insurance-related platforms or CRM tools.
• Excellent organizational skills, attention to detail, and the ability to manage multiple tasks simultaneously.
• Ability to work both independently and as part of a team.
  

Certifications

• A Property & Casualty insurance license may be required or preferred depending on the jurisdiction.
• Additional certifications, such as a Certified Insurance Service Representative (CISR) or Commercial Lines Coverage Specialist (CLCS), may be beneficial.