Commercial Insurance Assistant Account Manager

Account Specialist

Job Summary

Seeking a dedicated and detail-oriented Account Specialist to join a growing team. This role is an excellent opportunity for a professional who thrives in a collaborative and supportive environment, values long-term career growth, and is eager to contribute to a company that prioritizes culture and employee development. The Account Specialist will primarily focus on managing renewal business for commercial lines accounts, with a strong emphasis on private equity and M&A clients.

This position offers a hybrid work environment, with four days in the office and one day remote. For candidates residing more than 30 miles from the office, additional remote flexibility (2-3 days per week) is available.

Compensation Package

• Salary: $55,000 - $65,000 annually
• Health Benefits: Company-paid health, vision, and dental insurance
• Additional Benefits: Life insurance and AD&D coverage

Responsibilities

• Manage renewal business for commercial lines accounts, ensuring timely and accurate processing.
• Collaborate with account managers to quote and finalize renewal policies.
• Maintain strong relationships with clients, providing exceptional service and addressing inquiries promptly.
• Utilize Applied Epic software to manage client accounts and documentation.
• Support the team in achieving organizational goals and contributing to a positive workplace culture.

Qualifications/Requirements

• Active Property & Casualty (P&C) license is required.
• Experience in commercial lines within an independent agency setting is essential.
• Proficiency in Applied Epic software is preferred.
• Strong organizational skills and attention to detail.
• Excellent communication and interpersonal abilities.
• A commitment to long-term career growth and alignment with the company’s culture.

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