Assistant Account Manager (Insurance)

Job Description

An established and growing insurance firm is seeking a detail-oriented and organized Assistant Account Manager to support a senior Account Manager/Producer. This role is ideal for someone looking to build a long-term career in insurance, with hands-on exposure to client management, renewals, and day-to-day account servicing.

Responsibilities:

• Support the Account Manager/Producer with daily client servicing needs
• Assist with policy renewals, including gathering information and preparing documentation
• Respond to client inquiries and provide timely, professional support
• Process endorsements, certificates, and policy changes
• Maintain accurate and up-to-date client records
• Follow up with clients and carriers to ensure smooth communication and service
• Assist with quoting, applications, and policy documentation as needed
• Ensure deadlines are met and tasks are completed efficiently
• Other duties as assigned

Requirements:

• Strong organizational skills and attention to detail
• Excellent communication and customer service skills
• Ability to multitask and manage multiple accounts simultaneously
• Professional, reliable, and team-oriented mindset
• Prior experience in insurance or a related administrative/account support role preferred
• Familiarity with insurance terminology, renewals, and policy servicing
• Experience working with insurance management systems