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

• 5+ years of commercial lines experience within a retail insurance agency (required).
• Proven experience servicing real estate accounts of significant size and complexity.
• Applied EPIC proficiency (required).
• Strong technical knowledge of commercial P&C coverages.
• Excellent organizational skills, accountability, and ability to manage multiple priorities.
• Proficiency in Microsoft Office Suite, including Excel.

Compensation & Benefits

• Salary: Up to $90,000, depending on experience.
• Hours: 8:30 AM – 4:30 PM, Monday–Friday.
• PTO: 3 weeks’ vacation, 1 week sick time, and 15–16 additional paid Jewish holidays annually.
• Retirement: 401(k) with up to 6% match through Fidelity.
• Health Insurance: Comprehensive medical coverage
• Incentive Opportunity: Licensed staff who generate new accounts can earn 50% commission on both new business and renewals.

Why Work Here

• Join a respected, established agency with a high-retention real estate client base.
• Partner with a highly experienced senior account manager who knows the book inside and out.
• Benefit from an unusually generous PTO structure and industry-leading benefits.
• Hybrid flexibility is available after the initial training period.