Large Commercial Lines - Account Assistant

Element Risk Management; Wilmington (OH); On-site; USD 36,000 - 54,000; Full time

Job summary

Element Risk Management is seeking a detail-oriented Commercial Lines Account Assistant to support Account Executives and Account Managers in handling new, renewal, and service requests for commercial lines business. The ideal candidate will be highly organized, customer-focused, and able to maintain accurate records while delivering timely service in a fast-paced insurance environment.

This role emphasizes accurate documentation, compliance with agency procedures, and collaboration across teams

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.
• Must be licensed per state requirements.

Responsibilities

• Provide in-house customer service to clients as assigned.
• 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.
• 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 renewal packets and client-specific documentation.
• Check new and renewal policies for accuracy in rating, typing, coverages, and signatures.

Skills

Communication skills

Commercial lines underwriting

2+ years experience

Licensing

Job description

About this position

About Element Risk Management

We are seeking a detail-oriented and service-driven Commercial Lines Account Assistant to join our team. This role supports Account Executives and Account Managers in handling and processing new, renewal, and service requests for commercial lines business. The ideal candidate will be highly organized, customer-focused, and capable of maintaining accurate documentation while ensuring timely service delivery.

Position Summary

The Commercial Lines Account Assistant plays a key role in maintaining operational efficiency and delivering a high standard of customer service. This position reports to the Account Executive Pod Leader.

Key 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.

Execute Transactional Tasks

• Process policy changes, endorsements, certificates of insurance, and billing transactions accurately and efficiently.
• Ensure timely delivery of policies and related documents to clients.

Maintain Accurate Records

• Maintain electronic records in an orderly, up-to-date manner.
• Ensure all service activities and communications are properly documented in the agency management system.

Prepare Renewal Packets

• 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.

Compliance & Quality Assurance

• 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.

Additional Duties

• Perform special projects as requested by management.
• Support other functional areas as needed to ensure balanced workload and coverage during peak periods.

Key Skills & 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.

Other Information

• Ability to work in a fast-paced environment with frequent interruptions.
• Must be able to sit for extended periods.
• Professional appearance required for public-facing responsibilities.
• EOS experience preferred but not required