Assistant Account Manager - New Business (Commercial Insurance)

Pathfinder Insurance Group; San Antonio (TX); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Health and dental insurance

401(k) with company match

Paid time off

Job summary

Pathfinder Insurance Group in San Antonio, TX seeks an Assistant Account Manager to join the New Business Team. The role focuses on preparing submissions, marketing to carriers, and coordinating responses to win new accounts.

The position is in-office, Monday–Friday, 8:30am–5:30pm, with licensing support for Texas P&C within 90 days and potential remote day after the first year; compensation ranges from $40,000 to $50,000 depending on experience and training provided.

Qualifications

• Minimum one year of professional experience with deadlines.
• Texas Property & Casualty license, or commitment to obtain within 90 days.
• Sense of urgency; detail oriented and organized.
• Resourceful; able to locate missing information independently.
• Team player; supports Senior Marketing Specialist and Associate AM.
• Proficient in Excel and Outlook; Applied Epic experience a plus.

Responsibilities

• Prepare submission packages for prospective accounts with ACORDs and SOVs.
• Obtain missing information to ensure complete submissions.
• Submit accounts to wholesale brokers and underwriters; track market status.
• Track quotes, follow up on responses, maintain marketing grid.
• Prepare quote comparison spreadsheets for coverage and cost.
• Assemble proposals for Senior Marketing Specialist.
• Create new accounts in Applied Epic and transition to service team.

Skills

Attention to detail

Time management

Team player

Excel

Outlook

Applied Epic

High-volume submissions

Education

Texas P&C license or willingness to obtain

Tools

Applied Epic

Job description

Pathfinder Insurance Group in San Antonio, TX seeks an Assistant Account Manager to join the New Business Team. The role focuses on preparing submissions, marketing to carriers, and coordinating responses to win new accounts.

The position is in-office, Monday–Friday, 8:30am–5:30pm, with licensing support for Texas P&C within 90 days and potential remote day after the first year; compensation ranges from $40,000 to $50,000 depending on experience and training provided.