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Commercial Account Associate Jobs (NOW HIRING)

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Commercial Lines Account Associate

Trappe, PA

$60K - $75K/yr

Commercial Lines Account Associate Salary Range: $60,000 - $75,000 Location: Trappe, PA About Our Agency: We are an independent insurance agency committed to providing outstanding service to our ...

Broad Spectrum Insurance

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Commercial Account Manager

San Francisco, CA · Remote

$75K - $110K/yr

... Associate Commercial Lines Account Manager to join our team full-time. We want someone energetic ... reliable, and genuinely invested in taking care of clients, a self-starter who thrives in a fast ...

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Commercial Account Associate information

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$29.5K

$56.8K

$78K

How much do commercial account associate jobs pay per year?

As of Jun 9, 2026, the average yearly pay for commercial account associate in the United States is $56,814.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,500.00 and $64,500.00 per year, depending on experience, location, and employer.

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

To thrive as a Commercial Account Associate, you need strong analytical abilities, attention to detail, and a background in business, finance, or insurance, often supported by a relevant degree. Familiarity with CRM software, insurance quoting systems, and Microsoft Office Suite is typically required. Exceptional communication, customer service, and organizational skills help you build client relationships and manage multiple accounts effectively. These skills are essential for accurately servicing clients, retaining business, and contributing to the success of the agency or firm.

What is the difference between Commercial Account Associate vs Business Development Representative?

AspectCommercial Account AssociateBusiness Development Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer sales or finance certificationsHigh school diploma; often prefers sales or marketing certifications
Work EnvironmentOffice-based, client meetings, account managementOffice and field, prospecting and client outreach
Employer & Industry UsageFinancial services, insurance, bankingSales, marketing, financial services
Common Search & Comparison IntentUnderstanding roles related to client account management in commercial financeSeeking roles focused on generating new business and client acquisition

The Commercial Account Associate primarily manages existing client accounts within financial or insurance sectors, focusing on service and retention. In contrast, a Business Development Representative concentrates on prospecting and acquiring new clients. Both roles often require sales or finance certifications and operate in similar industries, but their core responsibilities differ—one maintains accounts, the other seeks new business opportunities.

What are the typical daily responsibilities of a Commercial Account Associate in an insurance agency?

A Commercial Account Associate in an insurance agency typically manages a portfolio of business clients, assisting with policy renewals, endorsements, and addressing client inquiries. Daily tasks include preparing quotes, processing applications, gathering and verifying documentation, and maintaining accurate records in agency management systems. The role often involves collaborating closely with account managers, underwriters, and sales teams to ensure clients receive timely and effective service. Strong organizational skills and attention to detail are essential, as associates must balance multiple accounts and deadlines simultaneously.

What is a Commercial Account Associate?

A Commercial Account Associate is a professional who supports account managers and sales teams in managing business-to-business (B2B) client accounts. Their responsibilities typically include assisting with client communications, processing orders, preparing proposals, resolving issues, and ensuring customer satisfaction. They act as a liaison between clients and the company, helping to maintain and grow business relationships. This role often serves as a stepping stone to more senior account management or sales positions.
What cities are hiring for Commercial Account Associate jobs? Cities with the most Commercial Account Associate 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 Associate jobs? States with the most job openings for Commercial Account Associate jobs include:
Commercial Account Associate jobs near you

Commercial Account Associate

CMZ Companies, Inc.

Owings Mills, MD • On-site

Full-time

Posted 16 days ago

Job description

Position Overview
No Insurance experienced required. Will train a smart, college graduate. The Commercial Insurance Associate assists the Commercial Account Manager, Commercial Account Executive and/or Commercial Lines Risk Advisor by processing changes, renewals, rating, billing and making calls to clients and/or companies as instructed.
Principal Duties and Responsibilities
  • Creating and maintaining an unforgettable client experience
  • Maintain own activity system within EPIC on outstanding endorsements, correspondence, audits, reports, reporting form coverage, claims, and follow up on overdue and suspense items; assist in maintaining expiration control log
  • Maintain EPIC with up-to-date information regarding the clients' current policy coverages (e.g. coverage limits, endorsements, driver/vehicle lists, certificate holders, etc.)
  • Prepare binders, certificates, account summaries (to include premium and loss experience as well as coverage), endorsements, policies, lost policy releases, FR19s, auto identification cards, and account balance statuses when requested
  • Complete review of new and renewal policy checklist provided by ResourcePro for accuracy/verification (if applicable)
  • Process and follow up with clients on cancellation/late notice and reinstatement requests
  • Assist in the reporting of claims for or with clients. Update EPIC with the claim information. Notify Commercial Account Mangers, Account Executive and/or Risk Advisors on large claims or potential suit issues
  • Pull MVRs from ChoicePoint
  • Generate barcodes for client and/or carrier information to be scanned into EPIC
  • Verify EPIC for accuracy of carrier endorsements processed against change request and/or activity and process invoice (if applicable), generate letter, and mail endorsement to client.
  • Maintain a working knowledge of all company change procedures
  • Participate in seminars and other training to maintain required licenses and for knowledge and skill development
  • Report all malfunctions of EPIC software to Systems Operation Support
  • Perform other duties as requested

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