Commercial Lines Assistant: Real Estate Focus | Hybrid

AllSearch Staffing Group; Hewlett (NY); Hybride; USD 70 000 - 80 000; Plein temps

Avantages offerts par ce poste

Health benefits

Dental benefits

Vision benefits

401(k)

Paid time off

Paid holidays

Hybrid work schedule

Résumé du poste

AllSearch Staffing Group is seeking an Assistant Commercial Lines Account Manager for a well‑established independent insurance brokerage in Hewlett, NY. You will assist the Account Executive with servicing commercial insurance accounts, processing COIs, endorsements, policy changes, renewals, and related servicing tasks.

Ideal candidates have experience servicing commercial lines, familiarity with an agency management system (EPIC), and a proven track record in a retail insurance setting.

Qualifications

• Experience servicing commercial lines insurance accounts.
• Experience processing COIs, endorsements, policy changes, renewals, invoicing, loss runs, and policy documentation.
• Experience using an agency management system (EPIC).

Responsabilités

• Assist the Account Executive with servicing commercial insurance accounts.
• Process certificates of insurance (COIs), ID cards, endorsements, policy changes, proposals, loss run reports, recommendations, invoicing, billing, policy documentation, renewals, and account servicing activities.
• Maintain client account records within the agency management system and assist with day‑to‑day commercial lines account administration.
• Support primarily commercial real estate accounts while coordinating with carriers and internal team members to ensure timely policy servicing.

Connaissances

Commercial insurance knowledge

Account servicing

Client communications

Outils

EPIC agency management system

Description du poste

AllSearch Staffing Group is seeking an Assistant Commercial Lines Account Manager for a well‑established independent insurance brokerage in Hewlett, NY. You will assist the Account Executive with servicing commercial insurance accounts, processing COIs, endorsements, policy changes, renewals, and related servicing tasks.

Ideal candidates have experience servicing commercial lines, familiarity with an agency management system (EPIC), and a proven track record in a retail insurance setting.