Commercial Lines Assistant Account Manager
Core
Issuing certificates of insurance, ID cards, and evidence of property insurance; processing policy changes, endorsements, audits, and claims reporting.
Role type
Assistant Account Manager (Commercial Insurance)
Builds
Policy documentation, claim reports, and audit records for commercial insurance clients.
Domain
Commercial Insurance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
MS Office Suite proficiency, telephone communication, confidentiality maintenance, spreadsheet management, policy audit processing, claims reporting, change request processing, endorsement processing, loss run ordering, experience mod ordering, MVR requests
Preferred skills
P&C insurance licensing, 1-2 years commercial insurance experience
Technologies
MS Office Suite, spreadsheets
Responsibilities
Issue certificates of insurance and evidence of property insurance; provide ID cards; order loss runs and experience mods; request Motor Vehicle Reports (MVRs); process change requests and endorsements; review and process new and renewal policies; manage policy audits; report claims; maintain and update tracking spreadsheets.
Seniority
Entry-level to Junior, hands-on IC