Account Assistant, Commercial Lines jobs in United States
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The Buckner Company · 12 hours ago

Account Assistant, Commercial Lines

The Buckner Company is seeking an Assistant Account Manager to provide support to Account Managers and Producers. This entry-level position involves processing various insurance documents and performing clerical duties to ensure adequate service to clients.

InsuranceRisk Management

Responsibilities

Assist Account Manager and Producer with processing:
Certificates of Insurance
Evidence of Insurance
Auto ID Cards
Process endorsements
Prepare and review policies
Request loss runs from expiration lists
Enroll accounts in the Agency Management System
Add the applications to the Marketing Module
Miscellaneous clerical duties as needed to maintain adequate service to our insured’s, Account Managers & Producers

Qualification

Communication skillsInsurance industry knowledgeAnalytical skillsComputer literacyDependabilityInterpersonal skillsTeamworkOrganizational skillsSelf-starter

Required

Knowledge of or experience in the insurance industry is preferred
4-year college degree preferred
Excellent communication skills, including listening, speaking and writing
Exceptional interpersonal skills: professional, personable and able to interact effectively with others and to respond appropriately in stressful situation and under deadlines
Ability to work well with others in a team environment
Strong analytical and problem-solving skills
Computer literacy for correspondence, data entry, e-mail, Internet, spreadsheets and accessing data from company systems
Dependability and promptness
Good organizational and time-management skills
Must be a self-starter and work well with moderate supervision

Preferred

Knowledge of or experience in the insurance industry is preferred
4-year college degree preferred

Benefits

Comprehensive Health Coverage:Medical, Dental, and Vision insurance plans to keep you and your family covered.
Health Accounts: Access to Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA) to give you flexibility and control with pre-tax incentives
Retirement Planning: A robust company match on retirement contributions, with 100% vesting after just 2 years.
Paid Parental Leave: Generous time off for new parents, because growing your family shouldn’t mean sacrificing your career.
Mental Health Support: Company-paid mental health resources as part of our holistic approach to employee wellness.
Wellness Matters: Ongoing initiatives and tools to support your physical, emotional, and financial well-being.
Work Life Integration: We believe that success isn’t just measured at the office—it’s about thriving in all aspects of life. That’s why we prioritize a healthy work-life balance with hybrid WFH schedules, supportive leadership, and a culture that respects your time.
Professional Development: We encourage continued education and earning insurance designations by not only paying the fees but also giving bonuses to reward you!
A company focus on work/life balance: A beautiful, aesthetically pleasing office space for while you are here – PTO, paid holidays, and flex days for when you are not.
Company paid CE: insurance related CE courses, designations, certifications and licensing are paid for by Buckner
Top Notch 401K and Benefits: An industry leading 401K policy combined with outstanding healthcare, dental, and vision benefits
Great culture, great people: With an office culture centering on collaboration and comradery, coming into work has the benefit of being surrounded by wonderful friends and colleagues who not only work hard – but have a lot of fun while getting the job done

Company

The Buckner Company

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A Insurance Company.

Funding

Current Stage
Growth Stage

Leadership Team

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Terry Buckner
Chairman / CEO
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Company data provided by crunchbase