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Commercial Lines Account Manager Assistant

Commercial Lines Account Manager Assistant

The Commercial Lines Assistant Account Manager role is responsible for assisting the Account Manager by helping to align our services to the business goals and objectives of our customers. This includes collaborating with account managers on new and renewal business, cross-selling, aiding customers with service needs, and making changes to existing accounts - all while being a true partner to the sales team to continually enable additional opportunities.  Below are a few other responsibilities this role will assist with: 

    Respond to clients’ needs by producing binders, certificates, policies, and other related items accurately and on time

    Inform and educate customers about coverages, exclusions, and exposures; then assist customers in making appropriate coverage changes

    Prepare proposals and applications, and also submit them to the insureds and carriers

    Explain audit procedures to clients and review interim reports for coverage adequacy

    Manage customer retention according to agency protocols

    Manage policy changes

    Update the agency management system with pertinent information

    Handle all phone calls and walk in activity by clients, carriers, or others

    Use every contact as an opportunity to round the account and review coverages the insured needs; communicate those needs successfully

    Actively refer clients to Life and Benefits Department and to Personal Lines

    Serve as back up to receptionist as needed

    Strive to make every endeavor effortless for our customers

For all inquiries: Go to our website:

Additional Info

Job Type : Full-Time

Education Level : Not Applicable

Experience Level : Entry Level

Job Function : Customer Service

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