Assistant Commercial Lines Account Manager - Real Estate

Job Description

Job Description

Assistant Account Manager – Commercial Lines (Real Estate)

Location : Hewlett, NY

Compensation : Up to $90,000 (commensurate with experience)

Schedule : Full-time, in-office during training (60–90 days). Hybrid option (3 days in office / 2 remote) available thereafter.

About the Opportunity

Harrison Gray Search has partnered with a well-established retail insurance agency in Hewlett, New York to identify an Assistant Account Manager – Commercial Lines . This individual will support a senior account manager on a high-profile book of large commercial real estate accounts , including clients with premiums exceeding $10M and hundreds of locations.

The ideal candidate is an experienced commercial lines professional with Applied EPIC expertise and prior exposure to large real estate accounts in a retail insurance agency setting.

Key Responsibilities

• Issue and manage Certificates of Insurance for a certificate-heavy real estate book of business.
• Handle endorsement requests, loss run requests, and policy checking with accuracy and attention to detail.
• Support invoicing, billing, and premium tracking within Applied EPIC.
• Process recommendations and maintain accurate account documentation.
• Collaborate with the senior account manager to deliver consistent, high-quality service to clients.
• Use Excel and other Microsoft tools for account reporting and tracking.

Qualifications

Compensation & Benefits

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