Commercial Lines Assistant Account Manager

Role Overview

• Execute assigned service tasks for a book of business with accuracy and efficiency
• Process policy transactions including certificates, endorsements, audits, and invoicing requests
• Maintain accurate and up to date documentation within the system of record
• Support client deliverables such as proposals, renewal materials, and loss analysis
• Perform initial review and quality checks on quotes and policy documents
• Contribute to team initiatives, retention efforts, and continuous process improvement

Requirements

• Entry level to one plus years of experience in a professional or service environment
• Strong organizational skills with the ability to manage a high volume of work
• Ability to follow processes and procedures with strong attention to detail
• Solid analytical, problem solving, and communication skills
• Ability to work effectively in a team and maintain composure under pressure
• Insurance license or willingness to obtain as required by the company