Job Details

Job Description:
Our client, a growing insurance brokerage, is seeking a Commercial Lines Account Manager. This individual will provide administrative and customer service support for insurance-related activities. This role involves managing policy details, processing applications and assisting clients with their insurance needs. The Account Manager will ensure all processes comply with company policies and industry regulations. This is an on-site position in New Jersey.

Responsibilities:

• Respond to customer inquiries via phone, email or in-person, providing accurate information about policies, coverage and claims.
• Assist clients with policy applications, renewals and updates.
• Foster strong, trusted client relationships, anticipating and proactively addressing their evolving needs.
• Provide guidance and advocacy for clients across all insurance touchpoints, from initial policy inquiries to renewal processes.
• Review and process insurance claims, ensuring all necessary documentation is provided.
• Coordinate with adjusters and other departments to facilitate claim resolution.
• Maintain accurate records of policy details, endorsements and amendments.
• Prepare and distribute policy documents and certificates of insurance.
• Assist clients with the insurance application process by gathering required documentation, reviewing completed forms for accuracy and submitting applications to carriers for approval.
• Ensure timely and accurate processing of new applications, renewals and updates.
• Input and update client and policy information in the company’s database.
• Generate reports and analyze data as needed for internal and external purposes.
• Ensure all insurance transactions and documentation adhere to company policies and regulatory requirements.
• Conduct regular audits of records to ensure accuracy and compliance.
• Collaborate with underwriters, agents and other insurance professionals to resolve issues and support the underwriting process.
• Provide administrative support for insurance programs and initiatives.

Requirements:

• High school diploma or equivalent; associate’s degree or higher in business administration, insurance or a related field (preferred)
• 2+ years of experience in an insurance brokerage
• Experience handling back-office operations across the entire client lifecycle
• Comfortable with high volume of client calls
• Strong communication and interpersonal skills
• Proficiency in Google Workspace and Applied EPIC
• Detail-oriented with excellent organizational and multitasking abilities
• Problem-solving skills and the ability to work under pressure

Contact:
Erin Gamez
+1 (312) 884-0485
eshaughnessy@jacobsongroup.com