Commercial Lines Assistant Account Manager

*About us* Ware Insurance is a Privately Owned Independent Insurance Agency in business for 60+ Years.
As a *Commercial Lines Assistant Account Manager*, your role involves providing foundational support within the insurance agency commercial lines department.
You’ll handle administrative and customer service tasks, ensuring the smooth operation of essential processes.
The is a remote and/or hybrid for the East Coast of the US.
Let’s break down your responsibilities: *Digital Document Handling*: * Process documents assigned based on the client team.
*Policy Management*: * Monitor department tasks related to policy processing.
* Maintain accurate policy records.
* Perform data entry at the policy level.
* Prepare policies for review by account technician.
* Confirming all necessary documents are attached to the file.
* Creating a policy checking request form.
* Sending the policy for review.
* If there are no errors, process the policy to the client.
* If errors exist, process the policy once Account Manager has addressed the errors and requested appropriate changes to be made.
* Update policy data in agency management system.
* Assist Producers, when necessary, in Application entry.
*Endorsements and Audits*: * Review endorsements for accuracy.
* If correct, send them to the client with an explanatory email.
* If errors are found, process requests for correction.
* Bill any endorsement or audit per agency procedures.
* Coordinate with carriers/wholesalers to ensure completion of endorsements.
* Assist in the processing of final audits.
*Proofs*: * Handle daily certificate/evidence of insurance requests.
* Maintain a list of holders.
* Collate proofs for distribution.
* Issue auto ID cards.
*Special Projects and Communication*: * Handle special projects as assigned.
* Develop proficiency in technology systems and software, including tools like *Applied Epic*.
* Cultivate positive working relationships with colleagues and clients.
If you are a self-motivated individual with a passion for providing exceptional customer service and are looking for a platform to build on existing knowledge and an opportunity to learn new skills in a continuous improvement environment, we would love to hear from you.
Join our team as a Commercial Lines Assistant Account Manager and take your career to new heights.
Job Type: Full-time Pay: $40,000.
00 - $50,000.
00 per year Benefits: * 401(k) * Dental insurance * Health insurance * Paid time off * Tuition reimbursement * Vision insurance * Work from home Supplemental pay types: * Bonus opportunities Weekly day range: * Monday to Friday Work setting: * Office Application Question(s): * Will you be able to come to the office for at least 2 weeks to train? Experience: * Commercial Lines Insurance: 2 years (Preferred) License/Certification: * Insurance Property & Casualty License (Required) Work Location: Hybrid remote in Virginia Beach, VA 23462