Commercial Insurance Assistant Account Manager

Commercial Lines Account Coordinator

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Account Coordinator to join a growing team. This role offers an exciting opportunity to work with a diverse portfolio of accounts, ranging from contractors to manufacturers, in a dynamic and supportive environment. As part of a team, you will play a key role in servicing and processing accounts, ensuring client satisfaction, and contributing to the overall success of a organization.

Compensation Package

• Salary: $50,000 - $70,000 annually
• Annual Bonus: Typically 5%, paid in April
• Benefits: Comprehensive benefits package, including competitive PTO
• Facilities: New office with a full gym, cafeteria, and 4 miles of walking trails

Responsibilities

• Provide back-end processing and servicing for commercial lines accounts, including endorsements and renewals
• Collaborate with Account Managers to quote new and renewal business
• Manage a diverse portfolio of accounts, including contractors and manufacturers, with account sizes ranging from $40,000 to $1 million
• Utilize critical thinking skills to address client needs and deliver tailored solutions
• Maintain strong relationships with clients and carriers to ensure high levels of satisfaction

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required
• Experience:
  • Prior experience in an independent agency servicing commercial lines accounts
  • Familiarity with Auto-Owners and Selective carriers is a plus
  • Experience with small to middle-market accounts (100k-400k) preferred
• Software: Proficiency in Epic or similar agency management systems
• Education: Open to candidates with varying levels of experience, from entry-level to seasoned professionals
• Soft Skills:
  • Strong critical thinking and problem-solving abilities
  • Self-starter with the ability to work independently and collaboratively
  • Excellent communication and interpersonal skills

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