Associate Account Manager

BBSI; United States; On-site; USD 50,000 - 70,000; Part time

Job summary

A staffing solutions company is seeking a Regional Staffing Manager to assist in managing a commercial insurance book of business. The role involves supporting account management, policy servicing, and client communication. Candidates should have over three years of experience in commercial insurance and strong organizational and communication skills. This position offers an opportunity to work in a dynamic environment focused on delivering high-quality service to clients.

Qualifications

• 3+ years experience in Commercial Lines Insurance.
• Knowledge of policies, endorsements, certificates, and billing processes.
• Strong attention to detail and organizational skills.

Responsibilities

• Assist Account Manager and Agent with servicing and managing an assigned book of business.
• Communicate with insureds regarding policy requests and changes.
• Maintain accurate client and policy information.

Skills

Commercial Lines Insurance experience

Policy and endorsement knowledge

Attention to detail

Organizational skills

Communication skills

Familiarity with AMS tools

Tools

Agency Management Systems

Job description

Regional Staffing Manager, BBSI | Staffing Services, Talent Acquisition

Position Summary

Our client in the commercial insurance space is looking for an Associate Account Manager that supports the Account Manager and Agent in servicing and managing a book of business. This role is responsible for policy servicing, endorsements, certificates of insurance, billing support, renewals, audits, and day-to-day client communication. The Associate Account Manager ensures accuracy, timeliness, and high-quality service while identifying additional insurance needs and communicating them to the Account Manager or Agent.

• Assist Account Manager and Agent with servicing and managing an assigned book of business


• Communicate with insureds regarding policy requests, changes, and general service needs, while identifying additional coverage opportunities


• Maintain accurate client and policy information in AMS


• Handle Certificates of Insurance (COIs), policy checking, policy delivery, BOR letters, X-Mods, IRFs, and Bind Desk coordination


• Process endorsements and work with Account Manager or Agent to explain changes to insureds


• Manage billing support including invoicing, billing inquiries, late payment follow-up, premium financing, and Notices of Cancellation per agency protocol


• Support audits and inspections by sending packets, collecting payments, reviewing discrepancies, and coordinating corrections


• Request loss runs and provide to Account Manager or Agent


• Assist with quoting, marketing, proposal preparation, and renewal processing, including sending and tracking renewal questionnaires

Requirements

• 3+ years experience in Commercial Lines Insurance


• Knowledge of policies, endorsements, certificates, and billing processes


• Experience with agency management systems and carrier portals


• Strong attention to detail and organizational skills


• Ability to manage multiple tasks and deadlines


• Clear written and verbal communication skills


• Proficient in AMS tools

Seniority level: Associate

Employment type: Contract

Job function: Administrative

Industries: Insurance, Insurance Agencies and Brokerages, and Construction