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Assistant Account Manager Commercial Insurance Jobs in Ohio

Kleve Insurance Group LLC

Account Manager

Wooster, OH · On-site

Mentors new account managers or assistant account managers. * Manages client activity within AMS360 ... Previous experience with Commercial Insurance is preferred, but not required. * High School diploma ...

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Assistant Account Manager Commercial Insurance information

What does an assistant account manager in commercial insurance do?

An Assistant Account Manager in Commercial Insurance supports account managers and brokers in servicing commercial insurance clients. Their responsibilities typically include preparing quotes, processing policy renewals and endorsements, handling client inquiries, and maintaining accurate records. They serve as a liaison between clients, insurance carriers, and the agency, ensuring clients' coverage needs are met efficiently. Strong organizational and communication skills are essential for this role.

What are the key skills and qualifications needed to thrive as an assistant account manager in commercial insurance?

To thrive as an Assistant Account Manager in Commercial Insurance, you need a solid understanding of insurance policies, risk assessment, and customer service, often supported by a relevant degree or insurance certifications such as CIC or CISR. Familiarity with agency management systems (like Applied Epic or AMS360), rating tools, and Microsoft Office is typically required. Strong organizational skills, attention to detail, and effective communication enable you to manage client accounts and support senior managers efficiently. These skills and qualities are crucial to ensuring accurate policy handling, excellent client service, and smooth team operations within a fast-paced insurance environment.

What are some common challenges faced by assistant account managers in commercial insurance and how can they be addressed?

Assistant Account Managers in Commercial Insurance often juggle multiple client accounts and deadlines simultaneously, which can be challenging when prioritizing tasks and managing client expectations. Effective time management, strong organizational skills, and clear communication with both clients and internal teams are essential to succeed in this role. Building strong relationships with underwriters and staying current with industry regulations also help ensure policies are processed accurately and efficiently. Many organizations provide training and mentorship opportunities to help new hires adapt quickly and grow in their careers.

What is the difference between Assistant Account Manager Commercial Insurance vs Commercial Insurance Agent?

AspectAssistant Account Manager Commercial InsuranceCommercial Insurance Agent
CredentialsTypically requires insurance licenses, some roles may need a bachelor's degreeRequires state insurance license; often similar educational background
Work EnvironmentSupports account managers, works in office or client meetingsWorks directly with clients, sales-focused, often in office or on-site
Employer & Industry UsageInsurance agencies, brokerages, and companiesInsurance agencies, brokerages, and independent agents
Search & Comparison IntentUnderstanding support roles in commercial insuranceSeeking sales or client acquisition roles in commercial insurance

In summary, Assistant Account Managers in Commercial Insurance primarily support account management tasks and client service, often working behind the scenes, while Commercial Insurance Agents focus on client acquisition and sales. Both roles require licensing and industry knowledge but differ in daily responsibilities and interaction levels.

What are popular job titles related to Assistant Account Manager Commercial Insurance jobs in Ohio?

For Assistant Account Manager Commercial Insurance jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Assistant Account Manager Commercial Insurance jobs in Ohio look for?

The top searched job categories for Assistant Account Manager Commercial Insurance jobs in Ohio are:

What cities in Ohio are hiring for Assistant Account Manager Commercial Insurance jobs?

Cities in Ohio with the most Assistant Account Manager Commercial Insurance job openings:

Assistant Account Manager Commercial Insurance jobs near you
Infographic showing various Assistant Account Manager Commercial Insurance job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 20% Part Time, 1% Temporary, and 6% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution.

Assistant Account Manager

Kleve Insurance Group LLC

Uniontown, OH • On-site

Other

Posted 6 days ago

Job description

The Assistant Account Manager is responsible for administrative duties within the book of business they support. Assistant Account Manager is responsible for working day-to-day requests from Account Managers and Account Executives.
ESSENTIAL JOB RESPONSIBILITIES:
To perform this job successfully, an individual must be able to perform each essential duty adequately. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Gathers information from clients to facilitate the renewal process.
  • Completes processing tasks out of their work queue.
  • Develops relationships with clients and responds to client requests in a timely manner.
  • Coordinates with internal team and vendors to develop knowledge on policies to surpass customer needs and expectations.
  • Develops sales materials such as proposals, quotes, and slideshows as requested by Account Executives.
  • Services small business accounts as experiences increases.
  • Acts as a liaison between the Account Manager and Quality Control.
  • Coordinates and schedules client meetings for Risk Advisors and Account Executives.
  • Prepares reports for Account Executives and Risk Advisors as needed.
  • Other job duties as assigned.

REQUIREMENTS:
Knowledge, Skills, and Ability
  • Excellent customer service and teamwork skills.
  • Ability to interact with employees, customers, and vendor companies.
  • Working knowledge of computer software packages including Microsoft Word, Excel, and Outlook programs.
  • Ability to travel offsite as needed including limited overnight travel.
Education or Experience
  • High school diploma or equivalent required.
  • Requires possession and maintenance of a Property and Casualty license.
  • Must have a current driver license and an insurable driving record.
Working Environment/ Physical Activities
  • General office work environment.
  • Requires regular use of arms, hands, and fingers.
  • Frequently required to sit for extended periods of time, reach with arm and hands, stand, walk, stoop, talk and hear.
  • Required to lift and/or move up to 10 pounds.
HIPAA Compliance
This position may have access to Protected Health Information (PHI) and Electronic Protected Health Information (ePHI). An employee will be responsible for following the guidelines of the HIPAA Confidentiality Agreement.
Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with this job. The employee is expected to perform those duties listed as well as other related duties directed by management.

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