Job Description

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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