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Commercial Account Assistant Jobs (NOW HIRING)

Commercial Account Manager Location: Hybrid in Phoenix, AZ 85054 Reports to: Executive Vice ... * Assist clients in submitting first claims and follow up on claims status according to agency ...

Commercial Account Manager

Boerne, TX · On-site

$50K - $60K/yr

Client & Producer Support * Assist producers with account servicing needs. * Aid in communication ... Knowledge of commercial insurance coverages and policy structures * Experience with HawkSoft or ...

As a Commercial Account Executive , you will work as part of an account team responsible for ... * Assist the client and champions in communicating the value of Checkr to their internal ...

This position works with the agency account managers and advisors to provide internal support through processing and documentation in Epic through established workflows and procedures. Primary Duties:

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How much do commercial account assistant jobs pay per hour?

As of Jul 16, 2026, the average hourly pay for commercial account assistant in the United States is $20.31, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $22.60 per hour, depending on experience, location, and employer.

What are the typical daily responsibilities of a Commercial Account Assistant, and how do they support the broader account management team?

A Commercial Account Assistant typically handles administrative tasks such as preparing quotes, processing renewals, updating client records, and ensuring all documentation complies with company policies. They often act as a key point of contact for clients regarding routine inquiries, helping to maintain strong client relationships. By assisting with market research, data entry, and coordination between clients, underwriters, and account managers, they play a vital role in streamlining workflows and supporting the overall efficiency of the account management team.

What are the key skills and qualifications needed to thrive as a Commercial Account Assistant, and why are they important?

To thrive as a Commercial Account Assistant, you need strong organizational skills, attention to detail, and a solid understanding of basic accounting principles, often supported by a relevant diploma or degree. Familiarity with accounting software (such as QuickBooks or Sage), Microsoft Excel, and customer relationship management (CRM) systems is typically required. Excellent communication, time management, and problem-solving skills help you efficiently support account managers and maintain positive client relationships. These capabilities are crucial for ensuring accurate financial records, smooth account operations, and high-quality client service in a commercial environment.

What are Commercial Account Assistants?

Commercial Account Assistants are professionals who support account managers or sales teams in handling business accounts, primarily in sectors like insurance, finance, or commercial sales. Their responsibilities include processing paperwork, maintaining client records, assisting with quotes and renewals, and ensuring that client needs are met efficiently. They act as a liaison between clients and the organization, helping to resolve issues and streamline communication. This role typically requires strong organizational skills, attention to detail, and the ability to multitask in a fast-paced environment.
What cities are hiring for Commercial Account Assistant jobs? Cities with the most Commercial Account Assistant job openings:
What are the most commonly searched types of Commercial Account jobs? The most popular types of Commercial Account jobs are:
What states have the most Commercial Account Assistant jobs? States with the most job openings for Commercial Account Assistant jobs include:
Commercial Account Manager

Commercial Account Manager

ALKEME

Phoenix, AZ • On-site

Full-time

Posted 17 days ago


Alkeme Insurance rating

8.4

Company rating: 8.4 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

101st of 281 rated insurance


Job description

Job Description: Commercial Account Manager
Job Title: Commercial Account Manager
Location: Hybrid in Phoenix, AZ 85054
Reports to: Executive Vice President
Department: Commercial Lines
FLSA Status: Hourly, Non-Exempt
Job Purpose:
The Commercial Lines Account Manager performs essential functions including supporting Sales Executives/Account Executives and assisting clients with service needs and account changes. This role requires service and marketing responsibilities while upholding the agency's quality and service standards.
Key Responsibilities:
1. Servicing and Customer Service
  • Provide technical support to Sales Executives/Account Executives in analyzing client needs.
  • Occasionally accompany Sales Executives/Account Executives on prospect and client meetings.
  • Complete applications in coordination with Sales Executives/Account Executives, submit applications to eligible carriers, and follow up to ensure timely quotations.
  • Order and issue binders, certificates, policies, endorsements, and related items; verify accuracy and forward to clients with appropriate correspondence.
  • Determine billing method (direct or agency) and invoice accordingly.
  • Prepare summaries of insurance, schedules, and proposals.
  • Review audits of policies, verify accuracy, and facilitate corrections between client and carrier as needed.
  • Process incoming mail and phone requests, responding promptly within company guidelines.
  • Handle cancellation requests, attempt to retain accounts, and process carrier notifications to ensure timely resolution.
  • Assist clients in submitting first claims and follow up on claims status according to agency procedures.
  • Maintain accurate and current information in the Applied EPIC system.

2. Personal and Organizational Development
  • Set priorities and manage workflow to ensure efficient and accurate processing of responsibilities.
  • Stay informed on industry developments, new products, legislation, coverages, and technology.
  • Communicate effectively and cooperatively to support agency business goals.
  • Maintain professional and effective relationships with clients, co-workers, vendors, and other business contacts.

Qualifications
Education & Experience
  • College degree with a minimum of 3 years insurance experience, or a minimum of 5 years insurance experience.
  • Valid Property & Casualty Broker-Agent license required.

Knowledge, Skills & Abilities
  • Strong knowledge of insurance products, coverages, and markets.
  • Ability to communicate effectively, verbally and in writing, to explain complex issues and interpret information.
  • Ability to perform complex tasks with multiple variables.

Compensation
  • Compensation range is based on working in-office in the state in which the position resides

Working Conditions
  • Work is primarily office-based with extended periods of computer use.
  • Must be able to pull or lift up to 15 pounds at times.
  • Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
  • This is an At-Will position. Employment with Alkeme Intermediary Holdings, LLC may be terminated or changed at any time, with or without cause or prior notice.

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