Commercial Lines Assistant Account Manager

We are seeking a dedicated and detail-oriented Commercial Lines Assistant Account Manager to join our clients' growing insurance team. This full-time position offers an excellent opportunity for an insurance professional to advance their career while working with a diverse portfolio of commercial clients, with a particular emphasis on real estate accounts. The ideal candidate will serve as a vital support system to our Account Managers, ensuring seamless client service delivery and operational excellence.

This role requires a proactive individual who thrives in a fast-paced environment and possesses strong organizational skills, technical proficiency, and a commitment to exceptional client service. You will be instrumental in managing day-to-day account activities, processing insurance documentation, and maintaining strong relationships with clients, carriers, and internal team members.

A significant portion of this role involves the timely and accurate processing of certificates of insurance. You will be responsible for:

• Generating certificates of insurance for clients, ensuring all coverage details are accurate and comply with contractual requirements
• Managing high-volume certificate requests, particularly from real estate clients who require certificates for property managers, lenders, and tenants
• Reviewing certificate requests to verify proper additional insured language and waiver of subrogation endorsements
• Maintaining organized tracking systems for certificate requests and ensuring timely delivery to all parties
• Communicating with clients to clarify certificate requirements and educate them on coverage limitations

You will work closely with Account Managers to ensure accurate and efficient billing processes:

• Processing premium invoices and coordinating payment arrangements with clients
• Reconciling agency bills and carrier statements to ensure accuracy
• Managing installment payment plans and monitoring account balances
• Addressing billing inquiries from clients and resolving discrepancies promptly
• Coordinating with the accounting department on premium finance agreements and payment processing
• Generating billing reports and maintaining financial records within Applied EPIC