Associate Client Manager
Core
Provide technical support to Client Executives and clients in maintaining Business Insurance policies by processing paperwork, reconciling accounts, and managing documentation.
Role type
Associate Client Manager (Business Insurance)
Builds
Business Insurance policies and client service operations
Domain
Insurance / Risk Management
Required skills
Business Insurance policy administration, account reconciliation, loss run analysis, claim status reporting, insurance terminology, MS Office proficiency, regulatory compliance (Fire & Casualty Solicitors License)
Preferred skills
Insurance designations (e.g., CPCU, ARM), advanced insurance continuing education
Technologies
ImageRight, MS Office (Word, Excel, Outlook)
Responsibilities
Process paperwork for new and renewal business including applications, binders, certificates, policies, invoices, and endorsements; Perform account reconciliation; Review Loss Runs and Claim Status Reports; Prepare Summary Of Insurance; Maintain client files and documentation in ImageRight; Participate in Errors & Omission audits.
Seniority
Associate, entry-to-mid level IC