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.