Commercial Lines Account Assistant (Franklin)
Boxwood Insurance Group, Franklin, TN, United States
Position Overview
We are seeking a detail-oriented and proactive Commercial Lines Account Assistant to support our Commercial Lines Account Managers in policy administration and customer service. This role is ideal for a professional who thrives in a fast-paced office environment and is eager to grow within the insurance industry.
Key Responsibilities ·
Assist with policy administration including policy checking, updates, and renewal reviews. ·
Prepare and send customer notifications regarding policy changes and renewals. ·
Process certificates of insurance promptly. ·
Handle small bonds and simple account management tasks. ·
Assist with claim submissions and follow-ups. ·
Provide marketing and documentation support. ·
Support Account Managers with administrative duties.
Qualifications ·
Strong written and verbal communication skills. ·
Highly organized and detail oriented. ·
Ability to manage multiple tasks independently. ·
Comfortable working in agency management and insurance systems. ·
Prior administrative or insurance experience preferred. ·
Must obtain Property & Casualty License (current license preferred). ·
Proficiency in Microsoft Office Suite.
Benefits ·
401(K) with matching ·
Health Insurance ·
Dental Insurance ·
Vision Insurance ·
Holidays, Vacation, and Sick Leave ·
Long-Term and Short-Term Disability ·
Professional growth and advancement opportunities
Key Responsibilities ·
Assist with policy administration including policy checking, updates, and renewal reviews. ·
Prepare and send customer notifications regarding policy changes and renewals. ·
Process certificates of insurance promptly. ·
Handle small bonds and simple account management tasks. ·
Assist with claim submissions and follow-ups. ·
Provide marketing and documentation support. ·
Support Account Managers with administrative duties.
Qualifications ·
Strong written and verbal communication skills. ·
Highly organized and detail oriented. ·
Ability to manage multiple tasks independently. ·
Comfortable working in agency management and insurance systems. ·
Prior administrative or insurance experience preferred. ·
Must obtain Property & Casualty License (current license preferred). ·
Proficiency in Microsoft Office Suite.
Benefits ·
401(K) with matching ·
Health Insurance ·
Dental Insurance ·
Vision Insurance ·
Holidays, Vacation, and Sick Leave ·
Long-Term and Short-Term Disability ·
Professional growth and advancement opportunities