The Jonus Group
Commercial Insurance Assistant Account Manager
The Jonus Group, Florida, New York, United States
Commercial Insurance Assistant Account Manager
Join to apply for the
Commercial Insurance Assistant Account Manager
role at
The Jonus Group .
We’re partnering with a respected insurance agency in the St. Petersburg area that’s looking to add a
Commercial Lines Assistant
to their growing team. This is a great opportunity for someone who’s organized, detail-oriented, and looking to either get started in insurance or step into a role that offers stability and a strong team environment.
In this position, you’ll support the Commercial Lines department by assisting account managers and executives with day-to-day client service tasks. If you enjoy being the go-to person who helps keep things running smoothly behind the scenes, this could be a great fit.
What You’ll Be Doing
Preparing and issuing certificates of insurance
Ordering motor vehicle reports (MVRs) for commercial clients
Reviewing policies and endorsements to ensure everything looks correct
Updating applications in the agency management system
Using carrier websites to gather policy information and documents
Sorting and processing incoming mail (like policies and endorsements)
What We’re Looking For
Some experience in insurance is preferred (1–2 years in a support role is ideal)
Comfortable with insurance basics and familiar with certificates of insurance
Solid attention to detail — accuracy matters here
Good communication skills, both written and verbal
Able to manage multiple tasks and stay organized
A team player with a helpful, can-do attitude
Familiar with Microsoft Office (especially Word, Outlook, Excel)
Experience with Applied Epic or another agency management system is a plus
Active FL 4-40 or 2-20 license is required (or willingness to obtain — support is available)
Seniority level Entry level
Employment type Full-time
Job function Sales, Business Development, and Finance
Industries Banking, Financial Services, and Insurance
#J-18808-Ljbffr
Commercial Insurance Assistant Account Manager
role at
The Jonus Group .
We’re partnering with a respected insurance agency in the St. Petersburg area that’s looking to add a
Commercial Lines Assistant
to their growing team. This is a great opportunity for someone who’s organized, detail-oriented, and looking to either get started in insurance or step into a role that offers stability and a strong team environment.
In this position, you’ll support the Commercial Lines department by assisting account managers and executives with day-to-day client service tasks. If you enjoy being the go-to person who helps keep things running smoothly behind the scenes, this could be a great fit.
What You’ll Be Doing
Preparing and issuing certificates of insurance
Ordering motor vehicle reports (MVRs) for commercial clients
Reviewing policies and endorsements to ensure everything looks correct
Updating applications in the agency management system
Using carrier websites to gather policy information and documents
Sorting and processing incoming mail (like policies and endorsements)
What We’re Looking For
Some experience in insurance is preferred (1–2 years in a support role is ideal)
Comfortable with insurance basics and familiar with certificates of insurance
Solid attention to detail — accuracy matters here
Good communication skills, both written and verbal
Able to manage multiple tasks and stay organized
A team player with a helpful, can-do attitude
Familiar with Microsoft Office (especially Word, Outlook, Excel)
Experience with Applied Epic or another agency management system is a plus
Active FL 4-40 or 2-20 license is required (or willingness to obtain — support is available)
Seniority level Entry level
Employment type Full-time
Job function Sales, Business Development, and Finance
Industries Banking, Financial Services, and Insurance
#J-18808-Ljbffr