Commercial Lines Account Assistant
Core
Support commercial lines account managers by processing client requests, endorsements, and policy documentation while gaining technical insurance knowledge.
Role type
Junior commercial insurance account assistant
Builds
Policy endorsements, proposals, and client coverage confirmations for commercial lines
Domain
Insurance / Commercial Lines
Deliverable
product features
Required skills
Data entry, MS Office Suite, document scanning and proofreading, carrier site navigation, confidentiality
Preferred skills
P&C State License, claims analysis, premium processing, audit processing
Technologies
AMS, ImageRight, MS Office Suite
Responsibilities
Process client requests and endorsements to carriers, assist with policy checking and delivery, prepare proposals and account overviews, enter data into applications, review and file documents in ImageRight, assist with premium collection and audits, confirm coverage with clients
Seniority
Entry-level, learning IC