Commercial Lines Assistant Account Manager

The Commercial Lines Assistant Account Manager supports the servicing and retention of Commercial accounts by providing high-quality customer service and administrative support to Account Managers and Client Advisors. This role is detail-oriented, service-focused, and collaborative, requiring the ability to manage multiple priorities in a fast-paced agency or brokerage environment.

The Assistant Account Manager serves as a liaison between clients, carriers, and internal teams to ensure policies are accurately processed, maintained, and renewed while delivering a professional and responsive client experience.

• Become knowledgeable in commercial property and casualty insurance products. 
• Access, review, and maintain client accounts, policy documents, endorsements, and schedules. 
• Process policy changes, cancellations, reinstatements, certificates, evidence of insurance, and simple endorsements (e.g., address changes, vehicle updates). 
• Assist with new business and renewal workflows, including gathering underwriting information and preparing complete and accurate submissions. 
• Track policy expiration dates and proactively support renewal efforts to ensure timely processing. 
• Review issued policies for accuracy and identify discrepancies; coordinate corrections with carriers and internal team members. 
• Communicate professionally with clients regarding policy information, billing questions, coverage changes, and documentation requests. 
• Identify opportunities for cross-sell or upsell and refer clients to appropriate sales team members when coverage needs change. 
• Serve as a liaison between clients, carriers, and producers to resolve service issues efficiently. 
• Maintain accurate documentation and activity notes in the agency management system. 
• Support Account Managers and Client Advisors with administrative and service-related tasks as needed. 
• Consistently provide high-level customer service and contribute to strong client retention. 
• Perform other duties as assigned. 

Knowledge Skills and Abilities (KSA's):

• Basic to intermediate knowledge of property and casualty insurance principles. 
• Strong customer service orientation with a professional and friendly demeanor. 
• Excellent verbal and written communication skills. 
• High attention to detail and accuracy. 
• Strong organizational and time-management skills with the ability to multitask. 
• Ability to remain calm and effective in high-volume or deadline-driven situations. 
• Proficiency with agency management systems and database software. 
• PC proficiency, including Microsoft Outlook, Word, and Excel. 
• Ability to explain insurance concepts in a clear and client-friendly manner. 
• Strong work ethic, positive attitude, and willingness to support team members. 

Required:

• High school diploma or GED required. 
• Previous experience in insurance, customer service, or an agency support role preferred. 
• 1–3 years of personal and/or commercial lines experience preferred. 
• Property & Casualty insurance license preferred but not required.
• AMS360 experience strongly preferred.

 What We Offer:

• Medical Insurance
• Dental Insurance
• Vision Insurance
• 401(k) with employer match
• Short-Term Disability (employer paid)
• Long-Term Disability (employer paid)
• Life Insurance
• Employee Assistance Program
• Generous PTO Policy
• Tuition Reimbursement
• Employee Referral Program
• Growth and advancement opportunities

Equal Opportunity Employer

King Risk Partners, LLC is proud to be an equal opportunity employer. We encourage applications from candidates of all backgrounds and experiences. 

Join us in making a difference in the insurance industry.