Open Position: Commercial Lines Assistant Account Manager

Summary

The Commercial Lines Assistant Account Manager supports Account Managers in new account production and the servicing of all lines of Commercial Insurance in accordance with agency objectives and procedures.

Essential Functions & Responsibilities:

  • Work as a TEAM with other Account Managers, Assistant Account Managers, Account Coordinators and Producers.

  • Assist Account Managers in providing quality service to existing clients.

  • Assist Account Managers in new account development.

  • Prepare Acord applications and submissions.

  • Marketing including pre-qualifying new business.

  • Prepare proposals.

  • Bind renewals and new business, as required.

  • Renew policies in Agency Management System (EPIC).

  • Pre-renewal information to existing clients.

  • Policy review and processing.

  • Review insurance requirements for client contracts.

  • Review and resolve certificate deficiencies.

  • Activity follow-up (diaries, suspense).

  • Manage non-service center house account renewals..

  • Assist Account Manager with reporting claims.

  • Create Premium Finance Agreements for clients.

  • Complete other tasks as directed by management.

Apply online



Characteristics:

  • Must maintain a high attention to detail when working at a varying pace and managing multiple tasks and priorities

  • Willingness to pursue advanced insurance designations and continuing education, as required

  • High intelligence level

  • High Customer Service level

  • Task-able but not task-myopic

  • Eager to offer opinions and recommendations.

  • “Eye on the prize” approach to work

  • Technically astute; easy communicator

  • Enjoys working with clients

  • TEAM player

Qualifications:

  • 3-5 years insurance experience as an Account Coordinator

  • Current California Property & Casualty License

  • A good understanding of insurance terminology, the general functions of an insurance broker and the various lines of commercial insurance

  • Good written and oral communication skills

  • Self motivated, self disciplined, and self confident

Education:

  • High school or equivalent (Preferred)

License/Certification:

  • Property & Casualty License (Required)

Schedule:

  • Monday to Friday

Salary Range: $

Updated 01/31/2025.