Associate Client Manager
Core
Provide technical support to Client Executives and clients in maintaining Business Insurance policies, processing paperwork, and performing account reconciliations.
Role type
Associate Client Manager (Business Insurance)
Builds
Business Insurance policies and client account documentation
Domain
Insurance / Business Insurance
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Business Insurance policy administration, account reconciliation, loss run analysis, claim status reporting, insurance terminology knowledge, MS Office proficiency, California Fire & Casualty Solicitors License maintenance
Preferred skills
Insurance designations (e.g., CPCU, AIC), advanced insurance continuing education
Technologies
ImageRight, MS Office (Word, Excel, Outlook)
Responsibilities
Process paperwork for new and renewal business (applications, binders, certificates, policies, invoices, endorsements, audits), 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