Assistant Account Manager – Commercial Lines (Remote or Onsite)

Shelby American, Inc.; Atlanta (GA); Remote; USD 40,000 - 60,000; Full time

Job summary

Southern States Insurance seeks a detail-oriented Assistant Account Manager to support their Commercial Lines team in Atlanta. This role involves delivering exceptional client service, maintaining policy accuracy, and engaging with clients while offering growth opportunities within the insurance industry.

Benefits

Health, Dental, Vision Insurance

401(k) contribution

Paid vacation and company holidays

Full sponsorship for industry designations

Performance-based bonuses

Qualifications

• Minimum 2 years of experience in Commercial Lines.
• Comfortable with insurance systems and online rating tools.
• Familiarity with industry credentials like CISR, CIC, ACSR is preferred.

Responsibilities

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

Skills

Detail-oriented

Client Service

Organizational Skills

Tech-Savvy

Education

Active Property & Casualty Insurance License

Tools

Applied Systems EPIC

Job description

Description

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 (Preferred)
• Industry Credentials: Designation such as CISR, CIC, or ACSR (Preferred)
• 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 Disability 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.