Commercial Account Manager
Core
Managing client insurance programs, processing documentation, and coordinating renewals and audits for commercial clients.
Role type
Commercial Account Manager
Builds
Client insurance program documentation and renewal proposals
Domain
Insurance / Commercial Risk Management
Required skills
Insurance program administration, policy documentation, audit processing, client communication, premium analysis, certificate issuance, proposal preparation, accounting discrepancy resolution
Preferred skills
CISR designation, Kaplan Pictorials proficiency, premium analysis software expertise, multi-tasking, prioritization
Technologies
Excel, Word, Windows-based applications, agency management system, premium analysis software
Responsibilities
Generate surveys and request renewal applications, Prepare Loss Summaries and Proposals for renewal terms, Process Policy Audits and Monthly Reports, Issue Certificates of Insurance and Auto ID cards, Coordinate and monitor usage and quality of outsourcing teams, Verify accuracy of endorsements and invoices, Provide guidance and quality checks for other team members
Seniority
Individual Contributor, entry to mid-level