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Insurance Assistant Account Manager - Commercial Lines

  • Company Insight Innovative Insurance Solutions - Insight Companies, Inc
  • Location Melville, NY
  • Salary $50k/year - 70k/year
  • Job Type Full Time
  • Posted May 27, 2025

We are looking for a dedicated and eager Assistant Commercial Lines Account Manager to join our dynamic team. This is an excellent opportunity for someone with foundational insurance knowledge who is looking to grow their career in commercial lines. In this supportive role, you will work closely with Commercial Lines Account Managers, assisting with the day-to-day servicing of commercial accounts and learning the intricacies of client management and complex insurance solutions.

Responsibilities:

  • Provide administrative and technical support to Commercial Lines Account Managers.
  • Assist with processing policy changes, endorsements, cancellations, and new business applications.
  • Prepare and process insurance binders, certificates of insurance, and other related documentation.
  • Gather necessary information for renewals and new business quotes, ensuring accuracy and completeness.
  • Maintain accurate and up-to-date client files and data in the agency management system.
  • Follow up on outstanding items with clients and carriers to ensure timely completion.
  • Learn and understand various commercial insurance coverages and products.
  • Perform other administrative duties as assigned to support the commercial lines department.

Qualifications:

  • Active New York State Property & Casualty Broker's License is required, or the willingness and ability to obtain within90 days of hire.
  • 1-2 years of experience in an insurance agency or brokerage environment preferred, or a strong administrative background with a keen interest in insurance.
  • Basic understanding of insurance principles and terminology.
  • Strong organizational skills and exceptional attention to detail.
  • Excellent verbal and written communication skills.
  • Familiarity with Applied Epic agency management systems is a plus.
  • Ability to work effectively in a team environment and independently when required.
  • Strong customer service orientation and a desire to help clients.
  • Ability to multi-task and prioritize in a busy office environment.

What We Offer:

  • Competitive salary and benefits package.
  • Opportunity to work with a well-established and reputable agency with a strong client base.
  • Supportive team environment focused on mentorship and growth.
  • Clear path for career advancement within the commercial lines department.
  • Comprehensive training and development opportunities.
  • A chance to contribute to the success of local businesses.

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