Assistant Account Manager
Core
Provides high-quality customer service and coordinates services between clients and the insurance company, handling document preparation, policy maintenance, and client advocacy.
Role type
Assistant Account Manager (Commercial Lines)
Builds
Policy documentation, client records, and premium allocations for commercial insurance clients.
Domain
Insurance / Commercial Lines
Deliverable
client delivery
Required skills
MS Office Suite (Excel expert), document processing, data collection, system data entry, policy verification, claims processing basics, telephone communication
Preferred skills
Insurance Producer license, Bachelor's Degree
Technologies
Agency management systems, policy management systems, carrier websites
Responsibilities
Prepare and process insurance documents (certificates, binders, proposals), maintain client data in agency systems, respond to client and internal requests, process cancellations and reinstatements, enter policy information, monitor daily electronic downloads, attend continuing education classes
Seniority
Entry-level to Mid-level, hands-on IC