Commercial Lines Assistant Account Manager

Job Description

Commercial Lines Assistant Account Manager

Job Summary:
We are seeking a detailoriented and proactive Commercial Lines Assistant Account Manager to support our team in managing commercial insurance accounts. In this role you will assist with the daytoday 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:

1. 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.

2. Policy Management & Documentation:

   • Prepare and process policy documentation including certificates of insurance endorsements and policy changes.
   • Maintain accurate and uptodate 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.

3. 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.

4. 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.

5. 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.

6. 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 followup and excellent customer service.
   • Assist with resolving any client concerns in a timely and professional manner escalating issues to the Account Manager when necessary.

7. 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: Associates or Bachelors degree in Business Insurance or a related field (preferred).
• Experience:
  • 13 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 insurancerelated 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.

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