Job Summary: The Assistant Commercial Lines Account Manager is the first point of contact for clients, responsible for providing exceptional service and support for their insurance needs. This role includes handling policy inquiries, processing service requests, and ensuring client satisfaction through prompt and professional communication.
Key Responsibilities:
Respond to client inquiries via phone, email, or in person regarding policies, coverage, billing, and claims.
Resolve routine service issues promptly or escalate complex issues to Account Managers or Producers as needed.
Process policy changes, endorsements, cancellations, and renewals accurately and efficiently.
Issue certificates of insurance and proof of coverage documents as requested.
Maintain detailed and organized client records in the agency management system.
Assist with data entry, filing, and document preparation.
Prepare reports and summaries as required by management or clients.
Manage incoming and outgoing mail related to client policies.
Support Account Managers and Producers in managing client accounts and renewals.
Coordinate with insurance carriers to address policy updates or billing issues.
Participate in team meetings and training sessions to stay updated on industry knowledge and agency practices.
Qualifications:
High school diploma or equivalent; a college degree is a plus.
Active Property and Casualty (P&C) insurance license.
Previous experience in customer service, in the insurance industry.
Experience in Commercial Lines.
Proficiency in agency management systems (e.g., EPIC is a plus, Applied TAM, or AMS360) and Microsoft Office Suite.
Strong communication and interpersonal skills.
Excellent organizational and multitasking abilities.