Commercial Insurance Assistant Account Manager

We’re seeking a brilliant Commercial Insurance Assistant Account Manager to join our growing team! Come be a part of a family-owned Insurance Brokerage serving clients who appreciate the value of working with an established, reputable company.

Key Responsibilities:

• Determine customer requirements and expectations to identify the best products and solutions
• Assist Agency Producers with new business processing and follow-up
• Review renewal business and take appropriate follow-up action based on degree of change
• Cross-sell and up-sell products to existing clients
• Retain clients at the point of cancellation through proactive communication
• Keep accurate records of customer interactions, inquiries, and actions taken
• Assist with annual reviews and prepare personalized coverage recommendations
• Prepare renewal and new business packets for Producers
• Perform risk analysis and field underwriting
• Serve as a client and claims liaison, monitoring claims and communication
• Solicit, sell, and negotiate new business policies
• Schedule appointments for Producers to meet with clients
• Perform other duties as assigned

What You Bring:

• High-energy, positive attitude with a strong work ethic
• Ability to meet individual performance goals and metrics
• Excellent multitasking and organizational skills
• Strong attention to detail and follow-through
• Outstanding written and verbal communication skills
• Solid understanding of insurance products, billing, and underwriting basics
• Team-oriented mindset — open to feedback and collaboration
• Empathetic and professional communication style with clients
• Problem-solving mindset and ability to find timely solutions
• Strong computer skills, including Windows and Microsoft Office
• Familiarity with Acord applications, supplemental applications and customer data collection

Benefits & Perks:

• Competitive guaranteed hourly wage
• Commission and bonus opportunities
• Medical, dental, and vision benefits
• 401(k) with employer match
• Paid product training and continuing education
• Career advancement opportunities
• Employee rewards and discounts
• And much more!