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Commercial Account Assistant Jobs (NOW HIRING)

Bell Bank

Commercial Lines Account Assistant

Fargo, ND · On-site

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:

Anatomy IT, LLC

Commercial Account Manager

The Commercial Account Manager (CAM) is an entry-level, client-facing role responsible for managing ... Have visibility into the support status of each account and assist as required for any high-profile ...

Peoples Bank

Commercial Account Executive

Ashland, KY · On-site

Oversee and monitor interim marketing activities with Producer and Commercial Account Manager if one is assigned to the account team. * Assist with preparing formal proposals, assure coverage ...

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How much do commercial account assistant jobs pay per hour?

As of Jun 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 does an account assistant work?

A commercial account assistant supports the management of client accounts by handling administrative tasks such as processing orders, maintaining records, and communicating with clients. They often use customer relationship management (CRM) software and need strong organizational and communication skills. The role typically involves assisting account managers and ensuring client needs are met efficiently.

How much do account assistants get paid?

The average salary for a commercial account assistant typically ranges from $30,000 to $45,000 per year, depending on experience, location, and the size of the company. Entry-level positions may start lower, while experienced assistants or those in larger organizations can earn higher wages. Compensation often includes benefits such as health insurance and paid time off.

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 is the lowest position in accounting?

The lowest position in accounting is typically an accounting clerk or bookkeeper, responsible for basic financial record-keeping and data entry. These roles often require minimal formal education and serve as entry points for advancing to higher accounting positions such as staff accountant or senior accountant.

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 is a commercial assistant?

A commercial assistant supports sales and administrative tasks within a business's commercial or sales department. They handle customer inquiries, prepare documents, and assist with contract management, often using tools like CRM software. Strong communication and organizational skills are essential for this role.
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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 Assistant jobs near you
Commercial Account Executive

Commercial Account Executive

Marsh & McLennan

Lubbock, TX • On-site

Other

This job post has expired today. Applications are no longer accepted.

Job description

Commercial Account Executive

Essential Duties & Responsibilities:

  • Documentation
  • Manage the Client Insurance Program, utilizing agency management system. As a matter of routine, manages larger and more complex accounts than the Associate Account Executive. Duties include those that are done directly (higher level) or accomplished through other resources (i.e. assigned Account Managers or external resources) and not limited to:
    • A point of contact with the Producer
    • Initiate correspondence with the marketplace
    • Act as a contact with vendors to ensure proper processing of requests necessary to effectively maintain the client's insurance program
    • Maintain positive client relationship and have the ability to analyze situations, make reasonable decisions and follow-through.
    • Begin to demonstrate a consultative ability to instruct and guide the client
    • Manage upcoming deadlines and events (perhaps under direction of Executive Team Lead, Sr. Account Executive, or Producer), informing and updating the Producer, as needed.
    • Manage Accounts Receivables
    • Manage Direct Billing with respect to Cancellations
    • Responsible for ensuring the following are accomplished (via delegation to Account Managers or external resources):
      • Create Acord applications, including Supplementals, as needed, for submissions to Marketing Department and/or carriers.
      • Create and complete COPE spreadsheets, as needed.
      • Prepare Loss Summaries
      • Prepare proposals for renewal terms
      • Issue Acord Insurance Binders for renewal terms
      • Initiate Premium Finance Requests
      • Prepare Schedules of Insurance for delivery to client
      • Prepare policies for delivery to client
      • Process Policy Audits and Monthly Reports
      • Identify and resolve Accounting discrepancies
      • Create requests for changes to client's coverages
      • Process mail and phone requests on daily basis
      • Prepare Acord applications
    • Prepare documents for renewal terms, including Insurance Proposals, Acord Insurance Binders and Certificates of Insurance
    • Adhere to document retention software documentation guidelines
    • Perform Quality check and control on insurance policies in their entirety
    • In absence of more senior team members, provide direction and guidance to other members when appropriate
    • Teamwork
    • Function as team member of the Client Services team to ensure superior service to all MMA Clients. These activities include but are not limited to:
      • Delegate tasks to Account Managers, as well as outsourcing teams, as appropriate.
      • Ensure tasks from both Account Manager and outsourcing team are completed as directed
      • Ensure Account Manager is performing all tasks as outlined in the MMA Assistant Account Manager or Account Manager Job Description
      • Treat clients, prospects, and company employees with courtesy and respect.
      • Contribute to a team approach toward meeting goals and providing excellent client service.
      • Coordinate and monitor usage and quality of outsourcing teams
      • Support the training and growth of the Account Manager, being a part of their training and development
    • Technical Expertise
    • Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to:
      • Analyze insurance quotes and make recommendations
      • Comprehend and interpret Insurance Contract requirements for Certificates
      • Communicate with insurance carriers as needed
      • Communicate with clients as needed
      • Client facing meeting as required, either in-house or offsite
      • Become proficient using premium analysis software.
      • Utilize carrier online rating programs as necessary.
      • Maintain knowledge of policy forms and endorsements with ability to explain detailed coverage provisions to the client and Account Manager
      • Design insurance program for client based on defined needs
      • Utilize agency management system to monitor pre-defined activities (policies past expiration, aged A/R, SIC codes, etc.)
      • Identify and address any coverage gaps with producer, carrier and client
      • Begin to become subject matter expert and resource in area of interest or technical capability.

    Requirements:

    • Licensed: Texas P&C Agent preferred
    • Education: Bachelor's Degree, preferred
    • Minimum of 5 years of midmarket Commercial Account Manager experience preferred
    • Completion of CIC and CRM preferred
    • Demonstrate ability to multi-task and prioritize work
    • Willingness to work to meet client needs beyond scheduled hours.
    • Proficient at Word, Excel, and current internet technologies.
    • Demonstrate proactive work style - Does not have to be asked or reminded of tasks.
    • Ability to learn, analyze and comprehend commercial lines of insurance.
    • Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness
    • Demonstrate track record of interacting with, meeting with and partnering with assigned clients to achieve mutually desired outcomes via routine client contact by phone, e-mail and periodic meetings and planning sessions.

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