Associate Commercial Lines Account Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Deliver daily service support for designated commercial accounts under the guidance of an Account Manager or Executive.

• Address client inquiries related to coverage, billing, certificates, and endorsements promptly and professionally.

• Assist in the preparation of client communications, renewal summaries, and proposals.

• Process policy modifications, including endorsements, cancellations, reinstatements, and audits.

• Examine policy documents for accuracy and maintain well-organized client records within the agency management system.

• Issue certificates of insurance, auto ID cards, and evidence of coverage.

• Support the renewal process by collecting exposure information and monitoring deadlines.

• Aid in marketing submissions to carriers and the preparation of renewal comparisons.

• Communicate with carrier underwriters and service teams to address account needs.

• Ensure accurate data and documentation in adherence to agency and regulatory standards.

• Assist with billing inquiries, premium audits, and resolving discrepancies.

• Follow established workflows and prioritize tasks to fulfill service expectations.

• Collaborate with Account Managers, Producers, and internal teams to meet client needs.

• Provide responsive, professional communication to foster a positive client experience.

• Engage in training, team meetings, and ongoing improvement initiatives.

⛳️ Requirements

• Capacity to manage multiple tasks and meet deadlines in a dynamic environment.

• Strong organizational abilities and keen attention to detail.

• Dedication to delivering exceptional customer service.

• Ability to work cooperatively in a team environment.

• Eagerness to learn about insurance coverages, systems, and processes.

• Capability to obtain and maintain necessary licensing, if not already licensed.

• Prior experience in insurance, customer service, or administrative roles is preferred.

• Property and Casualty license is preferred or a willingness to obtain one.

• Excellent written and verbal communication skills.

• Proficiency in Microsoft Office and the ability to learn agency management systems such as Applied Epic.

• Strong problem-solving abilities and a proactive approach to supporting client needs.

🏝️ Benefits

• Comprehensive benefits including 401K.

• Employee Stock Ownership Plan (ESOP).

• Health benefits.

• Paid Time Off.

• Volunteer Time Off.

• And much more!!!