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Heldman Group, A Novak Agency Affiliate
Posted 01/12/2026
Commercial Lines Assistant Account Executive

Seeking an experienced account executive to assist in agency client retention and production efforts.  Ideally fluent in EPIC.  Job duties include supporting account executive by handling administrative tasks, processing policies, managing client communications, and assisting with new business/renewals, focusing on accuracy, timely service, and documentation to ensure client satisfaction and retention. Competitive salary with balance of in office (Kenwood) and remote work.

Heldman Group, A Novak Agency Affiliate

Categories: Insurance - Customer Service

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