Client Assistant - Commercial Insurance

We're looking for a detail-oriented Commercial Lines Account Manager to service and retain a book of business at an independent insurance agency. You'll be the main point of contact for clients and carriers, handling everything from policy changes and certificates to claims, billing, and renewals. If you know Applied Epic and like being the person clients rely on, this role is for you.

Key Responsibilities

• Manage a book of commercial accounts and answer client requests by email, mail, and phone
• Handle smaller accounts on your own from start to finish
• Communicate with clients and carriers promptly and professionally
• Review contracts and leases for insurance requirements

• Process change requests and endorsements
• Check new and renewal policies for accuracy, then deliver them to clients
• Issue Certificates of Insurance and Auto ID cards
• Enter applications and keep client files up to date in Applied Epic, following agency procedures and standards

• Assist with the renewal process from start to finish
• Prepare submissions, applications, and proposals for carriers
• Order loss runs and prepare Experience Mod worksheets
• Build spreadsheets for rate and premium reviews
• Write summaries of insurance for clients

• Take first notice of loss calls from clients and submit claims to carriers
• Confirm the carrier received each claim and assigned an adjuster
• Follow up with insureds and adjusters, and answer their questions until the claim is resolved

• Invoice agency-billed items and manage aged receivables for the book
• Review premium audits and help resolve audit disputes

Qualifications

• Active Property & Casualty license
• [2–3+] years of commercial lines account management or CSR experience at an agency
• Understanding of commercial coverages such as GL, Property, Auto, Workers' Comp, and Umbrella
• Strong organization skills and the ability to handle many tasks with competing deadlines
• Clear written and verbal communication

• CISR, CIC, or similar designation
• Experience with experience mods, premium audits, and contract risk transfer review
• Intermediate Excel skills

What We Offer

• Competitive base salary [+ bonus]
• Health, dental, and vision insurance
• 401(k) [with match]
• Paid time off and holidays
• Paid licensing and designation courses