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Commercial Lines Assistant Account Manager

Commercial Lines Assistant Account Manager

The Jonus GroupCleveland, OH, US
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Job Description

Job Summary

We are seeking a motivated and detail-oriented Commercial Lines Assistant Account Manager to join our team. The successful candidate will support the Account Managers in servicing and retaining commercial lines insurance clients.

Responsibilities

  • Assist with the preparation of insurance proposals and submissions
  • Process policy endorsements, certificates of insurance, and other client requests
  • Communicate with clients and underwriters to obtain necessary information
  • Maintain accurate client and policy information in the agency management system
  • Collaborate with Account Managers to ensure timely and accurate delivery of services to clients
  • Assist with claims management and follow-up as necessary
  • Stay informed about industry trends and regulatory changes

Qualifications / Requirements

  • Proven experience as an Account Assistant or similar role
  • Knowledge of commercial lines insurance and coverage types
  • Strong organizational and time management skills
  • Excellent written and verbal communication abilities
  • Proficiency in Microsoft Office and agency management systems
  • Ability to work effectively in a team environment
  • Detail-oriented and able to multitask efficiently
  • Holds an active P&C (Property and Casualty) License

    • Disclaimer : Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

    Additional Information

  • Seniority level : Entry level
  • Employment type : Full-time
  • Job function : Sales, Business Development, and Finance
  • Industries : Banking, Financial Services, and Insurance

    • Referrals increase your chances of interviewing at The Jonus Group by 2x.

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