Commercial Lines Account Associate

About This Role

The Account Associate supports the account team by managing day-to-day administrative and customer service tasks, ensuring efficient policy processing and data management. This role focuses on maintaining quality standards and resolving basic client issues within the commercial lines insurance sector.

Responsibilities

• Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant
• Assist with general office tasks and administration
• Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders
• Identify and reconcile billing inaccuracies
• Review policy forms, prepare submissions, online rating, proposals, and AOR letters
• Support new/renewal business workflows
• Maintain accurate and up-to-date data in agency systems
• Ensure timely completion of tasks and activities
• Keep the account team informed of workload status and any issues
• Provide proactive and responsive service
• Ensure productivity and quality standards are met
• Participate in team building and promote a positive work environment
• Seek and adopt best practices for continuous improvement
• Stay updated on company policies and procedures
• Enhance technical skills and industry knowledge through professional development
• Foster positive relationships with colleagues and leadership
• Demonstrate integrity and leadership, championing company values

Requirements

• Active property & casualty licensing
• Thorough knowledge of insurance brokerage and client needs
• Strong analytical, problem-solving, and decision-making skills
• Exceptional customer service, communications, multitasking, and organizational skills
• Proficiency in MS Office (Outlook, Word, Excel)

Qualifications

• High School Diploma (or equivalent)
• 2+ years of industry experience, OR 5+ years of related experience in customer service

Skills

* Required skills

Benefits