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Commercial Lines Account Manager Assistant

patriotgrowthinsuranceservicesllc · Williamsville, NY · Patriot NY 3
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<div style="font-family: 'Segoe UI'; font-size: 14px; font-style: normal; font-weight: 400; line-height: 20px;"> <h1>Commercial Lines Account Manager Assistant</h1> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"><strong>Patriot Growth Insurance Services</strong> | <strong>Williamsville, NY</strong> | <strong>Hybrid</strong> | <strong>Full-Time</strong></div> <h2>Why This Role Matters</h2> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">As an Assistant Account Manager, you'll play an important role in supporting clients, producers, and account management teams while helping ensure a responsive and seamless insurance experience. Your attention to detail, client service mindset, and ability to manage multiple priorities will help strengthen client relationships, support retention efforts, and contribute to the agency's overall success.</div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"> </div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">In this role, you'll work closely with account managers, carrier partners, and internal departments to support policy administration, client communications, documentation management, and ongoing service activities. You'll gain valuable exposure to both commercial and personal insurance operations while helping clients navigate coverage questions and policy needs.</div> <h2>How You'll Make an Impact</h2> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Support account management activities by assisting with policy changes, endorsements, certificates of insurance, and client service requests.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Help identify coverage gaps, policy enhancements, and cost-saving opportunities that align with clients' evolving insurance needs.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Assist in preparing insurance proposals, renewal materials, and coverage presentations for prospective and existing clients.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Respond promptly to client inquiries, helping resolve questions related to coverage, billing, claims, and policy administration.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Maintain accurate policy documentation and account records within agency management and CRM systems.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Collaborate with producers, accounting partners, carrier representatives, and internal team members to support exceptional service delivery.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Contribute to agency growth efforts by supporting prospecting activities, marketing initiatives, and industry networking opportunities.</li> </ul> <h2>Who You Are</h2> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Client-focused and committed to delivering responsive, professional service.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Organized and detail-oriented, with the ability to manage multiple projects and deadlines effectively.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">A proactive problem-solver who enjoys helping clients find solutions to their insurance needs.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Collaborative and supportive of team goals, while maintaining accountability for individual responsibilities.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">An effective communicator who can explain insurance concepts clearly and professionally.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Adaptable and eager to learn in a fast-paced agency environment.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Committed to maintaining confidentiality, professionalism, and strong ethical standards.</li> </ul> <h2>What You Bring</h2> <h3>Day One:</h3> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">1+ years of experience in an administrative, account management, insurance, or related client service role.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Active New York Property & Casualty Insurance License.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Basic knowledge of commercial and personal lines insurance products, coverages, policies, and procedures.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Strong written and verbal communication skills.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Ability to provide empathetic, responsive, and professional support to clients and colleagues.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Strong organizational skills and attention to detail.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Problem-solving and critical-thinking abilities.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Proficiency with CRM systems, Microsoft Office Suite, and other client service technology platforms.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Ability to work collaboratively in a team-oriented environment.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Commitment to maintaining confidentiality and handling sensitive information appropriately.</li> </ul> <h3>Valuable Additions:</h3> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">

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