Commercial Lines Assistant Account Manager

King Insurance Partners

Commercial Lines Assistant Account Manager at King Insurance Partners, supporting customer service and administrative tasks for Commercial accounts. Liaising between clients, carriers, and internal teams to ensure efficient processes.

Posted 5/22/2026full-timeRemote • Ohio • 🇺🇸 United StatesJunior💰 $50,000 - $65,000 per yearWebsite

About the role

Key responsibilities & impact

The Commercial Lines Assistant Account Manager supports the servicing and retention of Commercial accounts by providing high-quality customer service and administrative support to Account Managers and Client Advisors.
This role is detail-oriented, service-focused, and collaborative, requiring the ability to manage multiple priorities in a fast-paced agency or brokerage environment.
The Assistant Account Manager serves as a liaison between clients, carriers, and internal teams to ensure policies are accurately processed, maintained, and renewed while delivering a professional and responsive client experience.

Requirements

What you’ll need

Become knowledgeable in commercial property and casualty insurance products.
Access, review, and maintain client accounts, policy documents, endorsements, and schedules.
Process policy changes, cancellations, reinstatements, certificates, evidence of insurance, and simple endorsements (e.g., address changes, vehicle updates).
Assist with new business and renewal workflows, including gathering underwriting information and preparing complete and accurate submissions.
Track policy expiration dates and proactively support renewal efforts to ensure timely processing.
Review issued policies for accuracy and identify discrepancies; coordinate corrections with carriers and internal team members.
Communicate professionally with clients regarding policy information, billing questions, coverage changes, and documentation requests.
Identify opportunities for cross-sell or upsell and refer clients to appropriate sales team members when coverage needs change.
Serve as a liaison between clients, carriers, and producers to resolve service issues efficiently.
Maintain accurate documentation and activity notes in the agency management system.
Support Account Managers and Client Advisors with administrative and service-related tasks as needed.
Consistently provide high-level customer service and contribute to strong client retention.

Benefits

Comp & perks

Medical Insurance
Dental Insurance
Vision Insurance
401(k) with employer match
Short-Term Disability (employer paid)
Long-Term Disability (employer paid)
Life Insurance
Employee Assistance Program
Generous PTO Policy
Tuition Reimbursement
Employee Referral Program
Growth and advancement opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

commercial property insurancecasualty insurancepolicy processingpolicy changesrenewal workflowsunderwriting informationdocumentation accuracycross-sellingupsellingagency management system

Soft Skills

customer servicedetail-orientedcollaborativemulti-taskingprofessional communicationproblem-solvingclient retentionadministrative supportservice-orientedtime management