Assistant Commercial Lines Account Manager

6 days ago


San Antonio, Texas, United States Jobot Full time
Job Title: Assistant Commercial Lines Account Manager

We are seeking a highly motivated and organized Assistant Commercial Lines Account Manager to join our team. As an Assistant Commercial Lines Account Manager, you will be responsible for managing and servicing an assigned book of business within our Commercial Lines department.

Key Responsibilities:
  • Assist with the management of a portfolio of commercial lines accounts, ensuring client satisfaction through timely and efficient service.
  • Collaborate with the Account Manager to identify client needs and propose appropriate insurance solutions.
  • Review and analyze policy documents, amendments, and endorsements for accuracy.
  • Assist with the preparation of proposals, presentations, and reports for clients.
  • Maintain accurate and up-to-date client records in the company's database.
  • Participate in client meetings and presentations as needed.
  • Collaborate with the underwriting team to ensure accurate and competitive pricing for clients.
  • Stay current with industry trends and regulatory changes to provide the best service to clients.
  • Assist with the renewal process and identify opportunities for cross-selling additional products and services.
Requirements:
  • A minimum of 1 or more years of experience in account management, preferably within the insurance industry.
  • A solid understanding of commercial property and casualty insurance products and services.
  • Strong interpersonal and communication skills, with the ability to build and maintain strong relationships with clients and team members.
  • The ability to analyze complex insurance documents and provide clear and concise explanations to clients.
  • Strong organizational skills, with the ability to manage multiple tasks and deadlines simultaneously.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
  • A proactive approach to problem-solving and the ability to work independently.
  • A valid property and casualty insurance license or the ability to obtain one within a specified timeframe.

If you are a driven professional with a passion for customer service and a desire to grow your career in the finance industry, we encourage you to apply for our Assistant Commercial Lines Account Manager position.



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