Personal Lines Assistant Account Manager

About Us

Advocate Brokerage Corp. is a boutique insurance agency specializing in personal lines for high-

value and discerning clients. We are committed to providing accurate, timely, and client-focused

insurance solutions. Our Personal Lines Servicing Unit plays a critical role in ensuring client

satisfaction and maintaining the agency's reputation for excellence.

Position Summary

The Personal Lines Assistant Account Manager is responsible for supporting the personal

lines team in delivering exceptional service to clients. This role may work independently or

collaboratively with Account Managers and the Personal Lines Manager to generate accurate

endorsements, insurance documentation, and timely responses to clients and third parties.Accuracy, attention to detail, and adherence to agency workflows are essential for success in this

position.

Key Duties and Responsibilities

Collaborate with the personal lines team to meet time-sensitive goals set by Account

Managers and the Personal Lines Manager.

Maintain client activity in the agency automation system and ensure all open suspense

items are up to date.

Provide timely responses for client-related actions and inquiries.

Prepare accurate endorsement quotes, issue endorsements, and follow up to verify

completion.

Generate evidences of insurance and insurance ID cards for auto and home mortgagee

changes.

Stay current on coverage options, policy forms, and company rating tools to effectively

support Account Managers.

Participate in continuing education and training as requested.

Provide backup support at the reception desk as needed.

Perform other job responsibilities as assigned.

Required Qualifications

Prior experience in a Personal Lines insurance agency.

Excellent verbal and written communication skills.

Active Property and Casualty license.

Ability to prioritize and manage multiple tasks in a high-volume environment.

Strong interpersonal skills and ability to work collaboratively with others.Desired Qualifications

Experience with AMS360 management system.

Familiarity with management and quoting systems for the company partners represented

by Advocate Brokerage Corp.

Proficiency in Microsoft Word, Excel, PowerPoint, and internet-based tools.

Why Join Advocate Brokerage Corp.

Opportunity to work in a client-focused, high-performing team.

Exposure to diverse personal lines insurance products and processes.

Professional growth and development opportunities.

Competitive compensation and benefits package.