Commercial Insurance Account Manager – Client Services

Staff Financial Group; Atlanta (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

Licensing and designation courses

Job summary

Staff Financial Group is seeking a detail-oriented Client Assistant for Commercial Insurance in Atlanta, GA. You will service and retain a book of business, acting as the main point of contact for clients and carriers, handling policy changes, certificates, claims, billing, and renewals.

The role requires experience with commercial coverages (GL, Property, Auto, Workers' Comp, Umbrella) and proficiency in Applied Epic.

Qualifications

• Active Property & Casualty license is required.
• 2–3+ years of commercial lines account management or CSR experience.
• Understanding of GL, Property, Auto, Workers' Comp, and Umbrella coverages.
• Strong organizational skills and ability to handle multiple deadlines.
• Clear written and verbal communication.

Responsibilities

• Serve and retain a book of commercial accounts; act as main contact for clients and carriers.
• Process policy changes, endorsements, and issue Certificates of Insurance.
• Support renewals, submissions, and proposals for carriers; handle audits.
• Take first notice of loss calls and submit claims; follow up to resolution.
• Invoice and manage aging receivables; review premium audits.

Skills

Active Property & Casualty license

2-3+ years of commercial lines account

Understanding of GL, Property, Auto, W

Strong organization skills

Clear written and verbal communication

Applied Epic experience

Excel familiarity

Tools

Applied Epic

Excel

Job description

Staff Financial Group is seeking a detail-oriented Client Assistant for Commercial Insurance in Atlanta, GA. You will service and retain a book of business, acting as the main point of contact for clients and carriers, handling policy changes, certificates, claims, billing, and renewals.

The role requires experience with commercial coverages (GL, Property, Auto, Workers' Comp, Umbrella) and proficiency in Applied Epic.