Note: The job is a remote job and is open to candidates in USA. WA Group is a leading provider in the insurance industry, committed to delivering exceptional service and tailored solutions to clients. The Associate Commercial Lines Account Manager will support the Commercial Lines team by assisting with account servicing, policy processing, and renewal support while building foundational knowledge in the insurance sector.
Responsibilities
- Provide day-to-day service support for assigned commercial accounts under the direction of an Account Manager or Executive
- Respond to client inquiries regarding coverage, billing, certificates, and endorsements in a timely and professional manner
- Assist with preparing client communications, renewal summaries, and proposals
- Process policy changes including endorsements, cancellations, reinstatements, and audits
- Review policy documents for accuracy and maintain organized client records in the agency management system
- Issue certificates of insurance, auto ID cards, and evidence of coverage
- Support renewal workflow by gathering exposure information and tracking deadlines
- Assist with marketing submissions to carriers and preparation of renewal comparisons
- Communicate with carrier underwriters and service teams to support account needs
- Maintain accurate data and documentation in compliance with agency and regulatory standards
- Assist with billing questions, premium audits, and resolving discrepancies
- Follow established workflows and prioritize tasks to meet service expectations
- Collaborate with Account Managers, Producers, and internal teams to support client needs
- Deliver responsive, professional communication to support a positive client experience
- Participate in training, team meetings, and continuous improvement efforts
Skills
- Ability to manage multiple tasks and meet deadlines in a fast-paced environment
- Strong organizational skills and attention to detail
- Commitment to providing excellent customer service
- Ability to work collaboratively in a team setting
- Willingness to learn insurance coverages, systems, and processes
- Ability to obtain and maintain required licensing, if not already licensed
- Strong written and verbal communication skills
- Proficiency with Microsoft Office and ability to learn agency management systems such as Applied Epic
- Problem-solving skills and a proactive approach to supporting client needs
- Prior experience in insurance, customer service, or an administrative role preferred
- Property and Casualty license preferred or willingness to obtain
- Experience in commercial lines account management or related roles is highly desirable
- Familiarity with insurance software systems, such as Applied Epic or AMS360, is a plus
Benefits
- 100% employee owned – ESOP program!
- Comprehensive benefits-401K, ESOP, Health, Paid Time Off, Volunteer Time Off and MORE!!!
Company Overview