Commercial Lines Assistant Account Manager

Insurance Recruiting Solutions; United States; On-site; USD 45,000 - 65,000; Full time

Job summary

Insurance Recruiting Solutions in the United States seeks an Assistant Account Manager to support Commercial Lines Account Managers through the full lifecycle of client accounts.

The role involves preparing applications, submissions and renewal documents, processing endorsements and policy changes, and ensuring accuracy before delivery. Strong organizational and communication skills are essential, with a willingness to obtain a Property & Casualty license.

Qualifications

• 1–5 years of commercial lines insurance agency or brokerage experience.
• Experience as an Assistant Account Manager, Account Coordinator, or similar client service role is highly desirable.
• Familiarity with general commercial insurance coverages and account servicing processes.
• Strong organizational skills and exceptional attention to detail.
• Excellent communication and relationship-building abilities.
• Property & Casualty license preferred, or willingness to obtain.

Responsibilities

• Support Commercial Lines Account Managers throughout the account lifecycle, including new business, renewals, and ongoing client service.
• Prepare insurance applications, marketing submissions, supplemental forms, and renewal documentation.
• Process endorsements, certificates of insurance, policy changes, audits, and other policy servicing requests.
• Review policies and coverage documents for accuracy prior to delivery.
• Coordinate renewal timelines and assist in gathering information from clients and insurance carriers.
• Respond to client, carrier, and internal service requests in a professional and timely manner.

Skills

Client service

Communication

Organization

Attention to detail

Relationship building

Job description

DUTIES & RESPONSIBILITIES

Support Commercial Lines Account Managers throughout the account lifecycle, including new business, renewals, and ongoing client service.

Prepare insurance applications, marketing submissions, supplemental forms, and renewal documentation.

Process endorsements, certificates of insurance, policy changes, audits, and other policy servicing requests.

Review policies and coverage documents for accuracy prior to delivery.

Coordinate renewal timelines and assist in gathering information from clients and insurance carriers.

Respond to client, carrier, and internal service requests in a professional and timely manner.

REQUIRED EDUCATION AND EXPERIENCE

1–5 years of commercial lines insurance agency or brokerage experience.

Experience as an Assistant Account Manager, Account Coordinator, or similar client service role is highly desirable.

Familiarity with general commercial insurance coverages and account servicing processes.

Strong organizational skills and exceptional attention to detail.

Excellent communication and relationship-building abilities.

Property & Casualty license preferred, or willingness to obtain.