Capstone Search Group · 23 hours ago
Commercial Insurance Assistant Account Manager
Greater Birmingham, Alabama Area
Full-time
Hybrid
Entry Level
1+ years expCapstone Search Group is a top independent insurance broker that is rapidly growing and hiring a Commercial Lines Assistant Account Manager to support the service team. The role involves assisting account managers with daily policy management and renewal preparation for commercial property and casualty insurance clients.
ConsultingInsuranceRecruiting
Hiring Manager
Sierra Ely
Responsibilities
Help account managers with daily policy management and renewal preparation for commercial property and casualty insurance clients
Gather and update information and files to assist with renewal submissions
Review forms, update applications, and ensure accurate files/data entry in the agency management system
Daily activity follow up and correspondence with clients and underwriters
Process auto ID cards, check policies and endorsements, request cancellations, and issue certificates of insurance
Qualification
Required
At least one (1) year of commercial property and casualty insurance client service experience
Active state insurance license or able to obtain one within 90 days of hire
Company
Capstone Search Group
Capstone Search Group provides recruiting services for candidates and companies.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Chris Winterboer
Partner, Senior Search Consultant - Insurance Recruiter
Kris Gibson, CPC
Managing Partner, Senior Consultant
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