Best Practices, Communication Skills, Construction, Customer Relations, Customer Support/Service, Detail Oriented, Documentation, Follow Through, Insurance, Insurance Documentation, Insurance Sales, Licensing, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Multitasking, Organizational Skills, Reconciliation, Record Keeping, Sales Management, Team Player, Time Management
Description
Junior Commercial Lines Account Manager / Commercial Lines CSR
We are seeking a motivated Junior Commercial Lines Account Manager / Commercial Lines CSR to support our commercial lines team in Metuchen, NJ. This role is ideal for an early-career insurance professional who has some commercial lines service experience and is looking to grow within a stable, client-focused agency environment.
In this role, you will assist with the daily servicing of commercial accounts, including policy changes, endorsements, renewals, certificates of insurance, routine client communication, and internal follow-up with carriers and team members. You will be part of a collaborative agency team that values accuracy, responsiveness, and strong customer service.
Key Responsibilities
What you'll do
- Support commercial lines account servicing across a book of business
- Process endorsements, renewals, certificates, and policy documentation
- Communicate with clients, carriers, and internal teammates in a timely, professional manner
- Track open items and help keep accounts moving through the renewal and servicing process
- Maintain accurate records in agency systems and support workflow discipline
- Learn and apply agency procedures, carrier guidelines, and account servicing best practices
- Support policy checking, discrepancy correction, and general servicing follow-through
- Assist with audit reconciliations and loss control follow-up as needed
Skills, Knowledge and Expertise
What we're looking for
- 1-3 years of commercial lines account management and/or CSR experience
- Strong attention to detail and follow-through
- Clear communication and a client-service mindset
- Ability to stay organized and handle multiple priorities
- NJ P&C license preferred; licensing readiness is acceptable for the right junior candidate
- AMS360 experience preferred
- Transportation, heavy construction, or inland marine exposure is a plus
- Strong Microsoft Office skills, especially Outlook, Word, and Excel
Benefits
Work environment
- Based in Metuchen, NJ
- Primarily in-office
- Potential for 1 hybrid day per week after a 60-90 day probation period, subject to performance and business needs
Compensation
- Base salary:$60,000-$70,000
- Target hiring sweet spot: Around $65,000
- Top end for standout junior hire: Up to $72,000
- Bonus potential: Year-end and/or discretionary bonus is market-aligned
- Benefits: Health, dental, PTO, 401(k), life insurance, and related small-agency benefits are recommended