Assistant Account Manager - Commercial Lines (Remote or Onsite)

ZipRecruiter; Atlanta (GA); Remote; USD 60,000 - 80,000; Full time

Job summary

Southern States Insurance is looking for an Assistant Account Manager to join their Commercial Lines team. You will provide exceptional client service, maintain policy accuracy, and support the account manager in a flexible work environment. Ideal candidates will possess an active Property & Casualty Insurance License and have at least 2 years of experience in Commercial Lines.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) contribution

Paid vacation

Sick leave

Company holidays

Performance-based incentives

Qualifications

• Minimum 2 years in Commercial Lines is required.
• Comfortable with online rating tools and insurance systems.
• Must possess high-speed internet and a distraction-free home workspace.

Responsibilities

• Issue proof of insurance documents and respond to client inquiries.
• Process cancellations, reinstatements, and renewal documentation.
• Assist in preparing finance agreements and manage expiration lists.

Skills

Attention to Detail

Client Service

Technical Skills

Education

Active Property & Casualty Insurance License

Tools

Applied Systems EPIC

Job description

Job DescriptionJob DescriptionDescription:

Southern States Insurance is seeking a client-focused, detail-oriented Assistant Account Manager to support our growing Commercial Lines team. If you're passionate about delivering exceptional client service, handling policy documentation, and staying ahead of deadlines, this is a fantastic opportunity to grow your insurance career in a supportive and flexible environment.

Why Choose Southern States Insurance?

Join an independent agency that values your experience, supports your development, and gives you the tools you need to thrive in your role.

• Competitive Salary: Based on experience.
• Meaningful Work: Play a key role in helping businesses stay protected and compliant.
• Growth & Development: Gain access to training and professional designations with full financial sponsorship.
• Cutting-Edge Tools: Work in Applied Systems EPIC and benefit from modern workflows and automation support.

What You’ll Do

• Deliver Outstanding Service: Issue proof of insurance documents (ID cards, certificates, dec pages, binders), respond to client inquiries, and resolve billing questions.
• Maintain Policy Accuracy: Process cancellations, reinstatements, endorsements (vehicle/driver changes, address updates, etc.), and renewal documentation.
• Support the Account Manager: Assist in preparing finance agreements, manage expiration lists, and follow up on renewal billings.
• Track and Process Requests: Order and attach MVRs, loss runs, and policy checking discrepancies using EPIC workflows.
• Drive Client Engagement: Solicit online client reviews using provided templates and communication workflows.

Who You Are

We’re looking for a self-starter with insurance experience and a strong attention to detail:

• Licensure: Active Property & Casualty Insurance License (Required)
• Experience: Minimum 2 years in Commercial Lines (Required)
• Tech-Savvy: Comfortable with online rating tools and navigating insurance systems
• EPIC Experience: Familiarity with Applied Systems EPIC ()
• Industry Credentials: Designation such as CISR, CIC, or ACSR ()
• Work Environment: Must have high-speed internet and a distraction-free home workspace
• Schedule: Monday–Friday, 8:30 AM – 5:00 PM EST
• Location: Resides in GA, TX, FL, NC, MO, VA, AL, SC, TN, MS, LA, AR, KY, OK, or MI

What We Offer

• Comprehensive Benefits: Health, Dental, Vision, and Long-Term Insurance
• Financial Security: 401(k) contribution
• Professional Growth: Full sponsorship for industry designations and continued education
• Time Off: Paid vacation, sick leave, and company holidays
• Bonus Opportunities: Performance-based incentives for individual and team contributions

Make Your Move

If you’re ready to take the next step in your insurance career with a company that values service, growth, and balance, we want to hear from you. Apply today and build a future with Southern States Insurance—where your skills make a difference.

Requirements: