Personal Lines Assistant Account Manager
Job Location:
Hewlett, NY - USA
Monthly Salary:
Posted on:
Vacancies:
Job Summary
Job Description
Personal Lines Assistant Account Manager
Job Summary
A growing insurance brokerage is seeking a Personal Lines Assistant Account Manager to support an expanding team. This role focuses on servicing personal lines accounts assisting with day-to-day client needs and supporting Account Managers to ensure efficient and accurate account handling. The organization offers the resources of a larger firm combined with a collaborative team-oriented environment.
Responsibilities
- Process and issue Certificates of Insurance in a timely manner
- Handle endorsements and policy change requests
- Submit loss run requests and manage follow-up communications
- Assist in preparing insurance recommendations and client summaries
- Maintain and update client records within agency management software (Applied EPIC)
- Perform administrative and data-related tasks with strong attention to detail including Excel work
- Support Account Managers with servicing standard personal lines accounts
Qualifications/Requirements
- Prior experience within a personal lines insurance agency
- Exposure to larger personal lines accounts or complex risks is preferred
- Proficiency with Applied EPIC and Microsoft Excel
- Strong organizational skills and ability to work in a team environment
- Excellent communication skills and commitment to client service
- Holds an active P&C (Property and Casualty) insurance license
Compensation Package
- Base salary range: $60000 $70000
- Commission: 50% on new business
Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.
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Required Experience:
Manager
About Company
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