Assistant Commercial Lines Insurance Account Manager

New Rochelle, NY | Perm

Post Date: 07/31/2017 Job ID: 1-7090 Industry: Insurance

Assist Account Executives service Commercial Lines book of business

The duties of the AAM include, but are not limited to:

  • Assist Account Executives (AE) service book of business as needed
  • Do minor placements as directed by Account Executive.
  • Direct backup to Account Executive with phone calls from carriers and clients when AE is unavailable or out of the office.
  • Process schedules of insurance, certificates of insurance, Auto ID cards, applications, proposals, binders, change requests or misc. spreadsheets under the direction of the AE.
  • Process endorsement requests and binders and follow-up ; review pending items daily.
  • Review cancellation list ; advise Accounting department of payments received or  status of payments
  • Contact underwriters to follow-up on outstanding requests
  • Review  endorsements for accuracy and send to  insured via CSR 24
  • Other duties as assigned from time to time as business conditions


  • 2+ years prior insurance experience in a brokerage in a customer service role
  • Valid P&C brokers’ license preferred or willingness to obtain within 60 days
  • College degree preferred
  • Knowledge of agency management systems, AMS 360 and Work Smart preferred
  • Possess excellent verbal and written communication skills
  • Exceptional organizational and time-management skills
  • Demonstrate proficiency in computer applications, esp. Microsoft Office Suite



Stamford Web Website

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