Commercial Account Assistant

• Manage and organize client portfolios, ensuring all documentation is accurate and up-to-date for seamless account management. • Process and track new account applications, performing initial due diligence and liaising with underwriters for swift approvals. • Serve as a primary point of contact for client inquiries, resolving issues promptly and professionally to foster strong relationships. • Assist account executives in preparing proposals, presentations, and renewal documents, ensuring all client needs are met. • Possess a High School Diploma or equivalent; an Associate's or Bachelor's degree in Business or a related field is advantageous. • Demonstrate 3 + years of experience in an administrative or customer service role, preferably within the financial or insurance industry. • Proficient in using CRM software and Microsoft Office Suite (Word, Excel, Outlook) for daily tasks and reporting. • Exhibit excellent communication and interpersonal skills, enabling effective interaction with clients and colleagues.