Commercial Lines Account Associate

About This Role

This role supports an account team by performing administrative tasks and customer service duties to ensure high-quality service and prevent errors or omissions. The position focuses on managing policy processing, data, and communications within an insurance brokerage setting.

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, AOR letters, and 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

Requirements

• 2+ years of industry experience OR 5+ years of related experience in customer service
• Thorough knowledge of insurance brokerage and client needs
• Active property & casualty licensing
• 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