Commercial Lines Assistant Account Manager

Sovereign Insurance Group; Northern (KY); Hybrid; USD 60,000 - 75,000; Full time

Benefits offered by this job

Salary: $60,000-$75,000 annually

Health insurance

Vision insurance

Dental insurance

Life insurance

Employer-sponsored HSA

401K with employer matching

PTO and holidays

Casual office environment

Hybrid opportunities in Berwyn, PA

Remote opportunities in DE, FL, LA, NJ

Job summary

Sovereign Insurance Group seeks an Assistant Account Manager to support commercial lines servicing and renewal activities. You will assist Account Managers by handling first‑level processing and maintaining exceptional client relationships with insureds, carriers, and third parties.

Responsibilities include renewal prep, communications with clients, endorsements, and loss-run interpretation. A team-based role with growth in a multi-state, nonprofit-style insurance group.

Qualifications

• Bachelor's degree in a business-related program or equivalent experience in the insurance industry
• Proven experience in commercial lines property & casualty account servicing preferred
• A valid resident Property & Casualty insurance license is required
• Proficiency in the use of Microsoft Office Suite

Responsibilities

• Prepare renewal submissions and remarketing materials
• Track expirations and initiate renewal processes with carriers and clients
• Prepare renewal applications via third-party platform and maintain client communications
• Manage carrier and insured communications throughout renewals
• Initiate endorsements and handle questions and problem resolution
• Interact with carriers and customers to ensure exceptional service
• Review loss runs and explain findings to insured
• Negotiate policy premiums with underwriters
• Coordinate executive summaries and renewal documents for clients
• Collaborate in a team on a defined book of business

Skills

Microsoft Office Suite

Communication skills

Organizational skills

Teamwork

Multitasking

Customer service

Education

Bachelor's degree in business/related field

Tools

AMS360

ImageRight

Job description

The Assistant Account Manager assists in the day-to‑day servicing of commercial lines clients. The position supports one or more Account Managers on their book of new and renewal business by handling first level processing and maintenance of exceptional customer relations with the clients, insurance companies, and other third parties.

Duties/Responsibilities

• Prepare submission material on all renewal accounts that need remarketing.
• Track expiration listing and independently initiate renewal process with both the carrier and client.
• Prepare renewal applications for client completion via our third-party application platform, manage communication with the client throughout the process of completion.
• Manage carrier and insured communications throughout renewal process.
• Initiate endorsement requests in operating system and submit to carriers.
• Handle questions, research and resolve problems.
• Interact with carriers and internal/external customers to ensure delivery of exceptional Customer service and adherence to policies and procedures.
• Follow up on receipt of loss runs and loss run recommendations, interpreting reports and explaining to insured as needed.
• Conduct negotiations with underwriters regarding policy premiums.
• Engage with underwriters to clarify or challenge information that is incomplete or inconsistent with established knowledge and coverage requirements.
• Prepare executive summaries and various renewal documents for presentation to clients.
• Work in a team environment on a specified book of business.
• Perform other duties as may be required or assigned.

Required Skills/Abilities:

• Bachelor's degree in a business-related program or equivalent experience in the insurance industry
• Proven experience in commercial lines property & casualty account servicing preferred
• A valid resident Property & Casualty insurance license is required
• Proficiency in the use of Microsoft Office Suite
• Knowledge of, or the ability to learn, AMS360 and ImageRight.
• Proactive and eager to gain expertise, market knowledge, and drive to deliver exceptional service
• Knowledge of insurance regulations, industry standards, and compliance best practices.
• Ability to multitask and juggle several responsibilities simultaneously while meeting deadlines.
• Strong written and verbal communication skills
• Excellent organizational skills and attention to detail
• Ability to work in a team environment, with a positive attitude, and willingness to help others.
• Able to work under pressure and time constraints in a fast paced environment

Benefits

• Salary: $60,000-$75,000 annually
• Health insurance, vision, dental, life insurance, and more. This includes an employer-sponsored HSA, paid coverage for employees, and cost-sharing for families.
• 401K with employer matching.
• PTO and paid holidays tosupport work-life balance. PTO is based on experience and is expected to increase over time.
• A casual office environment with a dedicated and professional team.
• Hybrid opportunities inBerwyn, PA.
• Remote opportunities in DE, FL, LA, NJ, PA, SC, TX

About Sovereign Insurance Group
Since 1959, Sovereign Insurance Group has been a leader in the nonprofit, commercial property and casualty marketplace. A growing company that has expanded from one location in southeastern PA to a multi-state organization, we are poised to continue our expansion.

We believe in approaching our clients, our insurance companies, and our employees with humility and always considering the other party's interests above our own. This philosophy guides us in taking our talents, our time, and industry know-how to provide the best overall results we can for our clients.