Assistant Account Manager

Client Services Conshohocken, Pennsylvania New York, New York


Position at Lamb Insurance Services


Lamb is the leading insurance broker for social service organizations dedicated exclusively to non-profits and social service organizations nationwide. Lamb is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives and we strive to do the same for our employees. Lamb has been recognized as one of the best places to work and we are proud of our culture!



We are passionately committed to being a great company in which to work, learn, and grow! Our “Employee Promise” ensures our employees benefit from a broad suite of progressive workplace programs and benefits designed to deliver a world-class culture and GREAT employee experience. Some of our many benefits include:

  • Industry-leading Medical, Vision & Dental Programs
  • Strong Short/Long-Term Disability Programs
  • Company-Wide Employee Profit-Sharing Program
  • Generous 401K Matching Program
  • Tuition Assistance
  • Work-from-home flexibility
  • Summer Fridays
  • Reasonable, Balanced Workloads
  • Generous, Stand-Alone Vacation Policy
  • Unlimited Sick Days
  • Multiple “Floating Holidays” Per Year
  • Maternity/Paternity Leave
  • Monthly Company-Wide Social Hours
  • Peer-to-Peer Employee Recognition Program
  • Career Development programs
  • Employee “Healthy Lifestyle” Rewards Program
  • Quarterly Community Volunteer Program
  • Employer sponsored paid time to volunteer
  • And more..



  • Timely and accurate completion of tasks as assigned by the Account Manager.
  • Provide day to day servicing to our clients, including issuing certificates, auto ID cards, processing endorsement requests, policy checking, billing issues, and invoicing.
  • Assist with maintaining and formatting exposure schedules, preparing renewal applications, obtain loss runs for renewals, and create loss summaries.
  • Research/investigate issues as needed (for instance, Experience Modification Factor changes)
  • Set up new clients in Epic as necessary
  • Transmit insurance policies to clients and check the policies for accuracy prior to transmitting.
  • Continuous, clear, and professional verbal and written communication is with clients, carriers, and internal team members.
  • Responsible for learning, understanding, and adhering to our internal timelines, protocols and workflows.



  • Bachelor’s Degree
  • Minimum 3-5 years’ experience in a similar position at a P&C agency
  • P&C License preferred.  Must obtain after hired if not currently licensed
  • Prior experience working within an Agency Management System, preferably EPIC
  • Demonstrates our Core Values: Work Ethic, Passion, Caring, Technical Expertise, Dynamic


Here at Lamb, we value Diversity, Equity, and Inclusion. Our teams are composed of individuals from different cultures, geographies, religions, races, ethnicities, genders, sexual orientations, abilities, and generations. We are committed to fostering a Diverse and Inclusive environment for all people because we believe that a variety of experiences makes us stronger—as individuals, as communities and as a company. 

Even if you don’t feel that you fit all the criteria listed, please apply! There may still be a place for you on our team.