Client Assistant - Commercial Insurance

Staff Financial Group; Roswell (GA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401(k) with match

Paid time off

Job summary

Staff Financial Group in Roswell, GA seeks a detail-oriented Commercial Lines Account Manager to service and retain a book of business at an independent agency. You’ll be the main contact for clients and carriers, handling policy changes, certificates, renewals, and billing.

You’ll use Applied Epic to manage applications, endorsements, and submissions, while delivering prompt, professional service and accurate documentation.

Qualifications

• Active Property & Casualty license.
• 2–3+ years of commercial lines account management or CSR experience.
• Knowledge of GL, Property, Auto, Workers' Comp, and Umbrella coverages.
• Strong written and verbal communication.

Responsibilities

• Manage a book of commercial accounts and respond to client requests by email, mail, and phone.
• Process change requests and endorsements; review policies for accuracy.
• Issue Certificates of Insurance and Auto ID cards; deliver policies to clients.
• Enter applications in Applied Epic and maintain client files.
• Assist with renewals and prepare submissions and proposals for carriers.
• Build rate and premium spreadsheets; summarize insurance for clients.

Skills

Account management

Licensing (P&C)

Applied Epic

Communication

Organization

Tools

Applied Epic

Job description

We're looking for a detail-oriented Commercial Lines Account Manager to service and retain a book of business at an independent insurance agency. You'll be the main point of contact for clients and carriers, handling everything from policy changes and certificates to claims, billing, and renewals. If you know Applied Epic and like being the person clients rely on, this role is for you.

Key Responsibilities

Client Service & Account Management

• Manage a book of commercial accounts and answer client requests by email, mail, and phone
• Handle smaller accounts on your own from start to finish
• Communicate with clients and carriers promptly and professionally
• Review contracts and leases for insurance requirements
• Process change requests and endorsements
• Check new and renewal policies for accuracy, then deliver them to clients
• Issue Certificates of Insurance and Auto ID cards
• Enter applications and keep client files up to date in Applied Epic, following agency procedures and standards
• Assist with the renewal process from start to finish
• Prepare submissions, applications, and proposals for carriers
• Order loss runs and prepare Experience Mod worksheets
• Build spreadsheets for rate and premium reviews
• Write summaries of insurance for clients

Claims

• Take first notice of loss calls from clients and submit claims to carriers
• Confirm the carrier received each claim and assigned an adjuster
• Follow up with insureds and adjusters, and answer their questions until the claim is resolved
• Invoice agency-billed items and manage aged receivables for the book
• Review premium audits and help resolve audit disputes

Qualifications

Required

• Active Property & Casualty license
• [2–3+] years of commercial lines account management or CSR experience at an agency
• Understanding of commercial coverages such as GL, Property, Auto, Workers' Comp, and Umbrella
• Strong organization skills and the ability to handle many tasks with competing deadlines
• Clear written and verbal communication

Preferred

• Experience with experience mods, premium audits, and contract risk transfer review

What We Offer

• Competitive base salary [+ bonus]
• Health, dental, and vision insurance
• 401(k) [with match]
• Paid time off and holidays
• Paid licensing and designation courses