Assistant Account Manager – Commercial Lines

Capstone Search Group; Grand Rapids (MI); Hybrid; USD 65,000 - 75,000; Full time

Job summary

A regional insurance agency is seeking skilled individuals for a client service role in their commercial lines department. Ideal candidates will possess experience and knowledge in commercial line property and casualty products, providing exceptional service to clients. The position offers competitive compensation, including a salary range of $65,000 to $75,000, plus bonuses and a hybrid work schedule.

Benefits

Competitive benefits package

Hybrid work schedule

Qualifications

• 2-5 years of progressive experience preferably in a retail agency setting.
• Strong technical working knowledge of commercial lines P&C products.
• Experience in construction niche preferred.

Responsibilities

• Respond to and document routine client inquiries.
• Process daily service needs including change requests and endorsements.
• Review and process policies for accuracy.

Skills

Organizational skills

Client service

Technical knowledge of P&C products

Education

Active State P&C license

2-5 years of experience in retail agency

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