Atlantic Group
Personal Lines Assistant Account Manager (Insurance)
Atlantic Group, Providence, Rhode Island, us, 02912
Job Overview – Personal Lines Assistant Account Manager (Insurance)
Compensation: $45,000 – $55,000/year + bonus
Location: Providence, RI
Schedule: Monday to Friday (In-Office)
Atlantic Group is hiring a Personal Lines Assistant Account Manager (Insurance) in Providence, RI for our client, supporting personal insurance client service across auto, home, and related lines. This in-office role provides administrative and technical support for policy processing, account maintenance, and accurate documentation.
Responsibilities as the Personal Lines Assistant Account Manager:
Client Service Support:
Assist Account Managers with servicing personal lines clients by handling routine inquiries, policy changes, and account updates.
Policy Processing & Documentation:
Support new business and renewal workflows, including endorsements, certificates, binders, and policy documentation.
Carrier & Vendor Coordination:
Communicate with insurance carriers and vendors to request quotes, follow up on policy transactions, and resolve service issues.
Account Maintenance & Accuracy:
Maintain accurate client records, update agency management systems, and ensure documentation meets compliance standards.
Administrative & Team Support:
Provide administrative assistance to the Personal Lines department, supporting workflow efficiency and collaboration across the team.
Qualifications for the Personal Lines Assistant Account Manager:
Education:
Bachelor’s degree in Business, Finance, Insurance, or a related field preferred.
Experience:
Prior personal lines insurance or insurance agency experience preferred.
Industry Knowledge:
Working knowledge of personal insurance coverage, policy terminology, and client service workflows.
Technical Skills:
Proficiency in Microsoft Office Suite with the ability to learn agency management systems.
Skills & Attributes:
Detail-oriented and organized professional with strong written and verbal communication skills, the ability to multitask in a fast-paced environment, and a collaborative, team-oriented mindset.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.
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Location: Providence, RI
Schedule: Monday to Friday (In-Office)
Atlantic Group is hiring a Personal Lines Assistant Account Manager (Insurance) in Providence, RI for our client, supporting personal insurance client service across auto, home, and related lines. This in-office role provides administrative and technical support for policy processing, account maintenance, and accurate documentation.
Responsibilities as the Personal Lines Assistant Account Manager:
Client Service Support:
Assist Account Managers with servicing personal lines clients by handling routine inquiries, policy changes, and account updates.
Policy Processing & Documentation:
Support new business and renewal workflows, including endorsements, certificates, binders, and policy documentation.
Carrier & Vendor Coordination:
Communicate with insurance carriers and vendors to request quotes, follow up on policy transactions, and resolve service issues.
Account Maintenance & Accuracy:
Maintain accurate client records, update agency management systems, and ensure documentation meets compliance standards.
Administrative & Team Support:
Provide administrative assistance to the Personal Lines department, supporting workflow efficiency and collaboration across the team.
Qualifications for the Personal Lines Assistant Account Manager:
Education:
Bachelor’s degree in Business, Finance, Insurance, or a related field preferred.
Experience:
Prior personal lines insurance or insurance agency experience preferred.
Industry Knowledge:
Working knowledge of personal insurance coverage, policy terminology, and client service workflows.
Technical Skills:
Proficiency in Microsoft Office Suite with the ability to learn agency management systems.
Skills & Attributes:
Detail-oriented and organized professional with strong written and verbal communication skills, the ability to multitask in a fast-paced environment, and a collaborative, team-oriented mindset.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.
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