Commercial Lines Accounts & Renewals Assistant

Element Risk; Wilmington (OH); On-site; USD 42,000 - 52,000; Full time

Job summary

Element Risk Management is seeking a Commercial Lines Account Assistant to support Account Executives and Account Managers in handling new, renewal, and service requests for commercial lines. The role requires organization, customer focus, and accurate documentation to ensure timely service delivery.

The position reports to the Account Executive Pod Leader and involves processing policy changes, renewals, and related transactions, while maintaining records and preparing renewal packets for

Qualifications

• Strong communication skills, both verbal and written.
• Thorough understanding of commercial lines underwriting and coverages.
• Minimum of two years of experience in a similar position preferred.
• Must be licensed per state requirements.

Responsibilities

• Provide in-house customer service to clients as assigned and requested.
• Receive and respond to client and carrier inquiries regarding insurance, claims, or administrative matters.
• Coordinate expirations with Account Executive and/or Account Manager to obtain renewal or new business information.
• Assist in marketing new and renewal business, determine premiums, and prepare presentation packets.
• Process policy changes, endorsements, certificates of insurance, and billing transactions accurately and efficiently.
• Ensure timely delivery of policies and related documents to clients.
• Maintain electronic records in an orderly, up-to-date manner.
• Ensure all service activities and communications are properly documented in the agency management system.
• Coordinate with Account Executive and/or Account Manager to compile and prepare comprehensive renewal packets, including updated policy information, marketing materials, and client-specific documentation.
• Check new and renewal policies for accuracy in rating, typing, coverages, and signatures.
• Follow agency E&O guidelines and maintain a suspense system for follow-ups.
• Perform special projects as requested by management.
• Support other functional areas as needed to ensure balanced workload and coverage during peak periods.

Skills

Strong communication skills

Underwriting knowledge

Two years experience

Licensure per state requirements

Job description

Element Risk Management is seeking a Commercial Lines Account Assistant to support Account Executives and Account Managers in handling new, renewal, and service requests for commercial lines. The role requires organization, customer focus, and accurate documentation to ensure timely service delivery.

The position reports to the Account Executive Pod Leader and involves processing policy changes, renewals, and related transactions, while maintaining records and preparing renewal packets for