SPG - Specialty Program Group · 12 hours ago
Commercial Lines Assistant Account Manager
Traverse City, MI
Full-time
Onsite
Mid Level
$26.02/hr - $27.88/hr
3+ years expSpecialty Program Group (SPG) is the wholesale & MGA division of HUB International, focusing on providing insurance coverage to the boating community. They are seeking an experienced Commercial Lines Assistant Account Manager to support the Commercial Lines team by servicing commercial insurance accounts, processing policy changes, and maintaining client documentation.
FinanceImpact InvestingInsuranceMarketing
Responsibilities
Support Commercial Lines Account Managers and Producers with servicing commercial insurance accounts
Process endorsements, policy changes, cancellations, and reinstatements
Assist with new business and renewal preparation, including applications and underwriting information
Review policies and endorsements for accuracy and completeness
Issue Certificates of Insurance (COIs), auto ID cards, and evidence of insurance
Communicate with insurance carriers, wholesalers, and underwriters to obtain documentation and policy information
Respond to routine client inquiries and escalate complex issues as needed
Assist with billing inquiries, audits, and premium finance documentation
Maintain accurate electronic client files and documentation in the agency management system, AMS360
Manage task lists, prioritize workload, and meet department deadlines
Collaborate with Account Managers and team members to ensure exceptional client service
Qualification
Required
Must have active Insurance Property & Casualty Insurance License, and maintain through continuing education requirements
Demonstrate ability to work in a fast-paced environment
Excellent communication skills, both verbal and written
Strong work ethic and self-starter, able to effectively manage multiple priorities and adapt to change within a fast-paced business environment
Flexibility with daily tasks
Fast and accurate typing skills
Goal oriented
Ability to learn and navigate new software quickly
Strong ability to organize and prioritize
Excellent listening skills and the ability to ask probing questions, understand concern, and overcome objections
Must possess a professional and friendly attitude and be able to quickly develop a rapport with account managers
Minimum of 3 years of commercial insurance experience
Insurance Management System experience required. AMS360 is our current system which you will be trained to use
Meet Quality Assurance Requirements, follow GMIA Agency Shield, and other key performance metrics
Required Experience: 2-5 years of relevant experience
Required Education: High school or equivalent
Benefits
Health/dental/vision/life/disability insurance
FSA
HSA
401(k) accounts
Paid-time-off benefits such as vacation, sick, and personal days
Eligible bonuses
Equity and commissions for some positions
Company
SPG - Specialty Program Group
Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Jennifer Spindler
Chief Product Officer
Recent News
2025-12-17
Company data provided by crunchbase