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Assistant Commercial Lines Account Manager - Real Estate

Assistant Commercial Lines Account Manager - Real Estate

Harrison Gray Search & ConsultingHewlett, NY, US
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Job Description

Job Description

Assistant Account Manager – Commercial Lines (Real Estate)

Location : Hewlett, NY

Compensation : Up to $90,000 (commensurate with experience)

Schedule : Full-time, in-office during training (60–90 days). Hybrid option (3 days in office / 2 remote) available thereafter.

About the Opportunity

Harrison Gray Search has partnered with a well-established retail insurance agency in Hewlett, New York to identify an Assistant Account Manager – Commercial Lines . This individual will support a senior account manager on a high-profile book of large commercial real estate accounts , including clients with premiums exceeding $10M and hundreds of locations.

The ideal candidate is an experienced commercial lines professional with Applied EPIC expertise and prior exposure to large real estate accounts in a retail insurance agency setting.

Key Responsibilities

  • Issue and manage Certificates of Insurance for a certificate-heavy real estate book of business.
  • Handle endorsement requests, loss run requests, and policy checking with accuracy and attention to detail.
  • Support invoicing, billing, and premium tracking within Applied EPIC.
  • Process recommendations and maintain accurate account documentation.
  • Collaborate with the senior account manager to deliver consistent, high-quality service to clients.
  • Use Excel and other Microsoft tools for account reporting and tracking.

Qualifications

  • 5+ years of commercial lines experience within a retail insurance agency (required).
  • Proven experience servicing real estate accounts of significant size and complexity.
  • Applied EPIC proficiency (required).
  • Strong technical knowledge of commercial P&C coverages.
  • Excellent organizational skills, accountability, and ability to manage multiple priorities.
  • Proficiency in Microsoft Office Suite, including Excel.

    • Compensation & Benefits

  • Salary : Up to $90,000, depending on experience.
  • Hours : 8 : 30 AM – 4 : 30 PM, Monday–Friday.
  • PTO : 3 weeks’ vacation, 1 week sick time, and 15–16 additional paid Jewish holidays annually.
  • Retirement : 401(k) with up to 6% match through Fidelity .
  • Health Insurance : Comprehensive medical coverage
  • Incentive Opportunity : Licensed staff who generate new accounts can earn 50% commission on both new business and renewals.

    • Why Work Here

  • Join a respected, established agency with a high-retention real estate client base .
  • Partner with a highly experienced senior account manager who knows the book inside and out.
  • Benefit from an unusually generous PTO structure and industry-leading benefits .
  • Hybrid flexibility is available after the initial training period.
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    Commercial Lines Account Manager • Hewlett, NY, US