Small Business Insurance Assistant Account Manager (Sr Associate Client Representative)

Job Description

Job Title: Small Business Insurance Assistant Account Manager

Job Summary

Seeking a motivated and detail-oriented Small Business Insurance Assistant Account Manager to support the management of small business insurance accounts. This role involves providing exceptional customer service, administrative support, and maintaining strong client relationships. A proven ability to organize, multi-task, and work effectively in a fast-paced industry is essential. This position offers an excellent opportunity for career growth within a collaborative and supportive team environment.

Responsibilities

• Assist Account Managers with the daily servicing of small business insurance accounts.
• Respond to client inquiries, process policy renewals, and handle updates promptly.
• Prepare and manage documentation, including certificates of insurance, invoices, and policy summaries.
• Communicate with clients, insurance carriers, and internal teams to resolve issues and answer questions.
• Maintain accurate client files, documents, and records in the agency management system.
• Support the quoting process by coordinating and reviewing required information for new and renewal policies with carriers.
• Ensure compliance with industry standards, policies, and procedures.
• Identify and escalate potential client or account concerns to senior team members or leadership.
• Stay updated on industry trends, regulations, and insurance products to better assist clients and enhance team performance.
  
  

Qualifications/Requirements

• Associate’s or Bachelor’s degree in Business, Finance, Insurance, or a related field, or equivalent work experience.
• Minimum of 1-2 years of experience in insurance or customer service, preferably in small business insurance.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook); experience with insurance agency management systems (e.g., AMS360, Applied Epic) is a plus.
• Active Property & Casualty Insurance License or ability to obtain one within a specified timeframe.
• Strong communication and interpersonal skills to engage professionally with clients and team members.
• Excellent organizational skills and a keen attention to detail.
• Ability to prioritize and manage multiple tasks effectively in a fast-paced environment.
• Self-motivated with a proactive approach to problem-solving and continuous improvement.
  
  

Offered Benefits

• Competitive compensation and benefits, including health insurance, retirement plans, and opportunities for professional development.
• Supportive team environment focused on growth and career advancement.
• Opportunity to work directly with small business clients, helping safeguard their futures while fostering peace of mind.
  
  

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.