Assistant Account Manager – Commercial Lines

Capstone Search Group; Fort Wayne (IN); Hybrid; USD 65,000 - 75,000; Full time

Job summary

Join a growing regional insurance agency as a client service representative in the commercial lines department. This rewarding position requires strong technical knowledge of commercial property and casualty products and provides an opportunity to deliver world-class service. Ideal candidates will possess great organizational skills and a commitment to helping clients effectively.

Qualifications

• 2-5 years of progressive experience in a retail agency setting.
• Experience in the construction niche/risk category preferred.

Responsibilities

• Respond to client inquiries and document accurately.
• Process daily service needs and policy-related documents.
• Review policies and endorsements for accuracy.

Skills

Technical knowledge of commercial lines P&C products

Organizational skills

Client service skills

Education

Active State P&C license

Job description

[vc_row][vc_column][vc_custom_heading text="About the Role" font_container="tag:h3|font_size:26px|text_align:left|line_height:24px" google_fonts="font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:700%20bold%20regular%3A700%3Anormal"][vc_column_text css=".vc_custom_1748956305513{margin-bottom: 50px !important;}"]This is an opportunity to join a regional insurance agency that is experiencing growth and needing capable individuals to come in and make an immediate impact in a client service capacity for their commercial lines department. They are ideally seeking qualified candidates who know commercial line property and casualty products and services, have great organizational skills, and can help provide world class service to their client base.[/vc_column_text][vc_custom_heading text="Duties & Responsibilities" font_container="tag:h3|font_size:26px|text_align:left|line_height:24px" google_fonts="font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:700%20bold%20regular%3A700%3Anormal" css=""][vc_column_text css=".vc_custom_1748956337384{margin-bottom: 50px !important;}"]

• Respond to and appropriately document routine client inquiries, escalating complex inquiries to senior staff members
• Process daily service needs such as change requests, endorsements, proofs, audits, and other policy-related documents
• Review and process policies and endorsements for accuracy of coverage, policy, content, and form completion, addressing or escalating any discrepancies for resolution
• Assist and support new and renewal processes including gathering information, document preparation, binding, marketing, and other needs as directed
• Other duties as assigned

[/vc_column_text][vc_custom_heading text="Skills & Experience" font_container="tag:h3|font_size:26px|text_align:left|line_height:24px" google_fonts="font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:700%20bold%20regular%3A700%3Anormal" css=""][vc_column_text css=".vc_custom_1748956355975{margin-bottom: 50px !important;}"]

• 2-5 years of progressive experience working preferably in a retail agency setting
• Strong technical working knowledge of commercial lines P&C products and services
• Experience in the construction niche/risk category preferred
• Active State P&C license required

[/vc_column_text][vc_custom_heading text="Compensation, Benefits, & Perks" font_container="tag:h3|font_size:26px|text_align:left|line_height:24px" google_fonts="font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:700%20bold%20regular%3A700%3Anormal" css=""][vc_column_text css=".vc_custom_1748956379976{margin-bottom: 50px !important;}"]$65-75,000 + bonus + competitive benefits package + hybrid work schedule[/vc_column_text][/vc_column][/vc_row]

Tagged as: account manager, agency, assistant account manager, broker, casualty, client serice, commercial lines, construction, csr, customer service, property