Commercial Lines Account Associate

About This Role

This Account Associate role assists the commercial lines account team with administrative tasks, recurring customer service, and ensuring quality work. This position involves resolving basic customer service issues and processing insurance policy-related documentation.

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

Requirements

• 2+ years of industry experience OR 5+ years of customer service experience
• 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