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Commercial Insurance Assistant Account Manager

Capstone Search Group, Birmingham, AL, United States


A top independent insurance broker is growing rapidly and hiring a

Commercial Lines Assistant Account Manager

to support the service team. Here are a few details on the role.

Duties & Responsibilities

Help account managers with daily policy management and renewal preparation for commercial property and casualty insurance clients

Gather and update information and files to assist with renewal submissions

Review forms, update applications, and ensure accurate files/data entry in the agency management system

Daily activity follow up and correspondence with clients and underwriters

Process auto ID cards, check policies and endorsements, request cancellations, and issue certificates of insurance

Skills & Experience

At least one (1) year of commercial property and casualty insurance client service experience

Active state insurance license or able to obtain one within 90 days of hire

Job Specs Birmingham, AL. Hybrid work schedule available.

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