Commercial Lines Assistant Account Manager

Description Careers feel different when the culture actually means something.

At The Liberty Company, our people-first approach has earned us multiple years of recognition as a top insurance employer—and it shows in how we work every day. We value fresh ideas, teamwork, and taking care of the people who make our success possible. Along with an award-winning culture, we offer competitive pay, comprehensive benefits, generous PTO and holidays, continued education, and wellness-focused programs designed to help you bring your best self to work.

We are looking for an exceptional Assistant Account Manager for our Commercial Lines department. This is a remote opportunity for someone located in the Pacific Time Zone. If you’re ready to grow with a company that truly invests in its people, you’re in the right place.

Position Summary: Provide prompt, accurate and courteous service to clients, producers and company personnel in a professional and positive manner. Handle all tasks associated with obtaining, maintaining, expanding and servicing existing accounts in accordance with all agency procedures and carrier guidelines. Support company growth by working with producers, management, and other personnel on special projects or duties as directed.

Major Responsibilities:

• Work under the supervision of Dept Lead and/or Account Executive for guidance and training on all Account Manager responsibilities.
• At the direction of the Account Executive and/or Account Manager, prepare company submissions for new/renewal business, market as appropriate and prepare proposals.
• Prepare all change requests and review policies for accuracy.
• Set up and prepare new account files in AMS360 or Epic per agency procedures.
• Prepare and process cancellations when required and follow up on notices of cancellations per agency procedures.
• Respond to all carrier memos and process any necessary updates as directed.
• Prepare and process client requests, including ID cards, evidence of property, certificates of insurance, and binders.
• Mail policies and related documents to insureds as needed.
• Keep Account Executives and/or Account Managers fully informed of all important activities on their accounts.

Performance Expectations:

• Service Company and clients in a manner to avoid potential exposure to E&O claims.
• Alert management of incidents that may require management assistance or approval.
• Respond to phone calls and e-mails within acceptable timeframe not to exceed 24 hours.
• Process client requests (e.g. ID cards, certs, binders) within 24 hours of request.
• Maintain current, consistent, detailed documentation on all client activity, phone conversations, and correspondence in AMS360 or Epic.
• Utilize AMS360 suspense system to follow up on outstanding items in a timely manner to avoid overdue situations.
• Prioritize workload and request assistance as necessary to reduce backlog.
• Participate with management and other departments/personnel on special projects and other duties as needed.
• Keep current on rates, forms and coverage changes through bulletins, trade publications, and seminars
• Participate in seminars and classes for skill and knowledge development.

Qualifications Minimum Qualifications/Requirements:

• Education requirement: High school diploma or equivalent is required.
• Active DOI P&C License required.
• Knowledge of AMS360 or Epic or similar agency management system.
• Good listening skills, attention to detail, and a positive attitude are essential.
• Knowledge of commercial insurance and products.

Salary Expectations:

• $48,000 - $55,000

Promoting Peace of Mind for All At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together.

HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others.

We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can lo…