Associate Account Manager
Core
Process insurance administrative tasks, maintain account files, and support commercial lines coverage for clients.
Role type
Associate Account Manager
Builds
Insurance policies, binders, and client service support
Domain
Insurance / Commercial Lines
Deliverable
client delivery
Required skills
Commercial lines coverage knowledge, Microsoft Office proficiency, office equipment operation, data entry, file management
Preferred skills
College degree in Business Administration, Insurance, or Risk Management
Technologies
Microsoft Word, Excel, PowerPoint, Publisher
Responsibilities
Process daily mail and telephone requests, maintain account files, enter data into systems, review commercial applications for underwriting guidelines, prepare and process insurance binders and certificates, secure loss runs, process premium finance agreements, assist with Excel spreadsheets and premium breakdowns, provide backup to other Commercial Assistants
Seniority
Entry-level to Mid-level, 2+ years experience