Job Details

Job Description

Commercial Lines Assistant Account Manager (Hybrid)
Job Summary

Seeking a dedicated and professional Commercial Lines Assistant Account Manager to join a growing team. This role offers an exciting opportunity to work with mid-to-large market accounts in a boutique agency environment. The ideal candidate will have a strong background in insurance, a passion for client service, and the ambition to grow into an Account Manager role in the future.
Compensation Package

• Salary Range: Up to $65,000 annually, commensurate with experience
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Provide general servicing for a variety of accounts, including mid-to-large market accounts
• Handle Certificates of Insurance (COIs), endorsements, and other client-related tasks
• Quote new and renewal business
• Utilize EPIC software for account management and documentation
• Collaborate with team members to ensure client satisfaction and account growth
• Maintain a high level of professionalism and client-focused service

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license required
• Experience: Minimum of 2 years of experience in a similar role, preferably within a larger agency
• Technical Skills: Proficiency in EPIC software is essential
• Account Experience: Familiarity with mid-to-large market accounts is preferred
• Attributes: Stable and steady professional background with a desire to grow into an Account Manager role
• Education: Relevant educational background in insurance or related fields is a plus

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 employer's discretion.

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