Account Manager Associate - Commercial Lines (Fully Remote Option)

Position Overview

Account Manager Associate - Commercial Lines
In this role you will provide administrative and customer service support to the account team while ensuring production and quality standards are met, and potential liability is minimized. This position focuses on a book with approximately 90% Construction/Contractors and 10% General, Habitational, and Manufacturing. Work arrangements include Hybrid Preferred (1 day in-office at Binghamton, Rochester, or Syracuse, NY) or Fully Remote (EST or CST zones), with occasional onsite requirements as needed.

Key Responsibilities

• Maintain technical competence and industry expertise.
• Assist in directing day-to-day activities and workflow of support staff.
• Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Manage policy expirations and renewals.
• Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, negotiate coverages and pricing, and follow up for policy issuance.
• Process tasks accurately within required timeframes.
• Assist in contract review to ensure proper coverages are included.
• Monitor reports for delinquent accounts and manage collections.
• Maintain agency management systems and carrier/vendor platforms with data accuracy.
• Monitor activity/suspense for timely completion of tasks.
• Communicate frequently with the account team regarding workload and issues.
• Deliver excellent service by proactively anticipating client needs.
• Stay updated on company policies and procedures.
• Pursue continuous improvement and champion company values with integrity and leadership.

Required Qualifications

• 1-3 years of experience managing a commercial lines book and 3-5 years of customer service experience in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Active property & casualty licensing; professional designation is preferred.
• Strong analytical, problem-solving, and decision-making skills.
• Exceptional customer service, communication, multitasking, and organizational skills.
• Proficiency in MS Office (Outlook, Word, Excel).
• High School Diploma or equivalent.

Compensation

Salary Range: $55,000.00 to $70,000.00 per year (dependent on experience, skills, and geographic location).

Benefits & Perks

• Competitive salaries and bonus potential
• Company-paid health insurance
• Paid holidays, vacations, and sick time
• 401K with employer match
• Opportunities for professional growth and career progression
• A respectful culture that supports a work/family life balance
• Commitment to community service
• Supportive teammates and a rewarding work environment