Position Overview
We are seeking a detail-oriented and proactive Commercial Lines Account Assistant to support our Commercial Lines Account Managers in policy administration and customer service. This role is ideal for a professional who thrives in a fast-paced office environment and is eager to grow within the insurance industry.
Key Responsibilities
· Assist with policy administration including policy checking, updates, and renewal reviews.
· Prepare and send customer notifications regarding policy changes and renewals.
· Process certificates of insurance promptly.
· Handle small bonds and simple account management tasks.
· Assist with claim submissions and follow-ups.
· Provide marketing and documentation support.
· Support Account Managers with administrative duties.
Qualifications
· Strong written and verbal communication skills.
· Highly organized and detail oriented.
· Ability to manage multiple tasks independently.
· Comfortable working in agency management and insurance systems.
· Prior administrative or insurance experience preferred.
· Must obtain Property & Casualty License (current license preferred).
· Proficiency in Microsoft Office Suite.
Benefits
· 401(K) with matching
· Health Insurance
· Dental Insurance
· Vision Insurance
· Holidays, Vacation, and Sick Leave
· Long-Term and Short-Term Disability
· Professional growth and advancement opportunities
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