Assistant Commercial Lines Account Manager

Welcome to Doug Neil Insurance Agency, where were more than just an insurance agency; were a dedicated team committed to safeguarding the businesses that make Clifton Park, New York thrive. We believe in building strong, lasting relationships with our clients by offering personalized service and expert advice. Were looking for someone with a warm personality and a keen eye for detail to join us as an Assistant Commercial Lines Account Manager. In this role, you'll be an essential part of our Commercial Lines team, working closely with our experienced Account Managers to provide outstanding support to our business clients. Youll play a key role in ensuring our clients receive the timely and accurate service they deserve, helping them navigate the complexities of commercial insurance. If youre eager to grow your career in a supportive, friendly environment and make a real impact in your community, we invite you to explore this opportunity with us.

Salary Range: $55000.00 - $65000.00 per year

Annual Base Salary Based on Experience

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Responsibilities

Support Account Managers in servicing a portfolio of commercial insurance clients.

Prepare renewal proposals, endorsement requests, and other client documents.

Process policy changes, endorsements, and cancellations accurately.

Act as a liaison between clients, carriers, and Account Managers, responding to inquiries promptly.

Assist with claims processing and follow-up.

Maintain client files and ensure all documentation is current and organized.

Contribute to a positive and collaborative team atmosphere.

Experience in commercial insurance or account management (minimum 2 years preferred).

Understanding of commercial insurance products and terminology.

Proficiency with agency management systems (Ezlynz) and Google Workspace.

Excellent organizational and time-management skills.

Strong written and verbal communication abilities.

Detail-oriented with a commitment to accuracy.

Ability to manage multiple priorities effectively.