seeking an experienced full-time Commercial Lines Insurance Assistant Account Manager/CSR who provides remarkable customer experiences, adaptability and attention to detail.
Understanding of Commercial Property & Casualty insurance underwriting, coverage and rating
Active P&C Insurance License at time of hire


  • Endorsement Processing and Checking
  • Change Requests
  • Claims Filing
  • Recording of Information
  • Document preparation and organization
  • Certificates of Insurance/Auto ID Cards
  • Mail Processing
  • And other duties as assigned

Microsoft Word, Excel, Outlook, etc
Experience with agency management systems (AMS360, Applied, etc)

The Account Manager will be managing our current clients by providing quality expertise, timely service, and exceptional solutions to meet their needs.

The Account Manager will be responsible for the following:

  • Call clients/ vendors make sure they good with Compliant
  • Daily Correspondence with clients, producers and underwriters.
  • Maintain book of business for commercial lines accounts.
  • Process endorsements, cancellations, audits, recommendations and loss runs.
  • Add coverage and new lines of business to existing accounts.
  • Quote policies and process changes online with various insurance company website/systems.
  • Process new business and policy renewals.
  • Issue Certificates of Insurance
  • Must possess excellent verbal and written communication skills
  • Proficient in Microsoft Office Suite (Word, Excel, Outlook)
  • Must possess proficiency in ability to type while speaking to customers
  • Ability to work independently as well as in a team environment
  • Must be customer-oriented and able to effectively troubleshoot and resolve customer questions and concerns
  • Ability to adapt to new situations and learn quickly
  • High level of flexibility in a constantly changing
  • Ability to multi-task and manage several systems on a daily basis

Education: Associates Degree or Equal experience
Experience: P&C Commercial Insurance: 2 years (Required)
2plus years previous experience
Location: Dallas, TX (Preferred) with Remote work allowed
License: P&C Insurance License (Required)

Location : Visakhapatnam / India
Job Type : Permanent
We are interested in candidates who are smart, energetic and have 1-3 years of experience to work as Process Associates.


  • Minimum of 1-3 years working experience in the BPO Industry.
  • Strong verbal and written communication, evaluation and organizational skills.
  • Ability to multi-task critical functions.
  • Excellent communication and interpersonal skills for this position offers outstanding earnings.
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