Commercial Lines Assistant Account Manager

The Jonus Group; Dallas (TX); Híbrido; USD 65.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive benefits package

401(k)

Paid time off

Professional development opportunities

Descripción de la vacante

The Jonus Group seeks a Commercial Lines Assistant Account Manager in Dallas to support Account Managers and Senior Account Managers with servicing mid-to-large commercial accounts in a hybrid work model. You will process policy endorsements, certificates of insurance, and ensure accurate client documentation while collaborating with carriers to resolve discrepancies and contribute to client retention.

This role emphasizes detail, responsiveness, and teamwork across multiple departments to

Formación

• 2–3 years of experience in a similar role handling mid-to-large market accounts.
• P&C license required.
• Experience with Epic agency management system preferred.

Responsabilidades

• Assist Account Managers and Senior Account Managers with day-to-day servicing of assigned commercial accounts.
• Process, maintain, and verify policy endorsements for accuracy.
• Review issued policies and collaborate with insurance carriers to resolve discrepancies or obtain corrections.
• Accurately and efficiently process Certificates of Insurance.
• Enter and maintain policy and coverage information in the agency management system.
• Assist with resolving carrier billing issues.
• Retrieve and process policies and endorsements from carrier websites.
• Maintain organized and accurate client and policy documentation.
• Assist with daily departmental administrative needs, including mail distribution.
• Contribute to client retention and agency growth by providing responsive service and collaborating across the organization.

Conocimientos

P&C license

Policy servicing

Client service

Herramientas

Epic

Descripción del empleo

Commercial Lines Assistant Account Manager

Job Summary

Seeking a detail-oriented and professional Commercial Lines Assistant Account Manager to join a dynamic team. In this role, you will support Account Managers and Senior Account Managers in servicing mid-to-large market commercial accounts. Your responsibilities will include processing policy endorsements, maintaining accurate client documentation, and ensuring exceptional service delivery to contribute to client retention and agency growth. This is a hybrid position, requiring three days in-office per week.

Compensation Package

• Salary: $65,000 - $70,000 annually + profit sharing bonuses
• Benefits Package: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Assist Account Managers and Senior Account Managers with day-to-day servicing of assigned commercial accounts.
• Process, maintain, and verify policy endorsements for accuracy.
• Review issued policies and collaborate with insurance carriers to resolve discrepancies or obtain corrections.
• Accurately and efficiently process Certificates of Insurance.
• Enter and maintain policy and coverage information in the agency management system.
• Assist with resolving carrier billing issues.
• Retrieve and process policies and endorsements from carrier websites.
• Maintain organized and accurate client and policy documentation.
• Assist with daily departmental administrative needs, including mail distribution.
• Contribute to client retention and agency growth by providing responsive service and collaborating across the organization.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: 2-3 years of experience in a similar role, preferably handling mid-to-large market accounts.
• Software Proficiency: Experience with Epic agency management system preferred.
• Work Environment: Hybrid (3 days in-office, 2 days remote).
• Travel: No travel required.