Assistant Account Manager, Commercial Lines
Risk Strategies Company
full-time
Posted on:
Location Type: Hybrid
Location: Wisconsin • United States
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About the role
- Deliver exceptional day‑to‑day client service
- Process certificates, Auto ID cards, endorsements, audits, and renewals with precision and speed
- Review and validate policies and quotes
- Drive workflow accuracy by updating the system of record
- Support account growth by preparing sharp, professional proposals, renewal packets, and loss summary analyses
- Coordinate essential policy workflows
- Champion corporate initiatives
- Engage in new business activities and actively support retention goals
- Maintain strong compliance habits
- Pursue stretch assignments that expand skills
Requirements
- Entry level position
- Proven organizational skills
- Ability to follow process and procedures guidance
- Analytical and problem-solving abilities
- Hold, or willing to obtain, Insurance licenses as required by the role
Benefits
- Health insurance
- Flexible working arrangements
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
policy reviewquote validationworkflow accuracyproposal preparationrenewal packet preparationloss summary analysiscertificate processingAuto ID card processingendorsement processingaudit processing
Soft Skills
client serviceorganizational skillsanalytical abilitiesproblem-solving abilitiesattention to detailcommunication skillsinitiativecollaborationadaptabilitytime management
Certifications
Insurance licenses