Commercial Lines Insurance Specialist (Risk Team Support Member)
Core
Support commercial insurance operations including renewals, placement, and policy documentation for mid-market and specialty clients.
Role type
Commercial Lines Insurance Specialist (Risk Team Support)
Builds
Policy servicing and placement activities for commercial insurance clients
Domain
U.S. Commercial Property and Casualty Insurance
Required skills
U.S. commercial P&C insurance experience, COI generation, ACORD forms, policy documentation, billing and premium audits, carrier portal navigation
Preferred skills
Commercial insurance coverages knowledge, Broker Buddha platform, loss runs tracking, Statements of Values, AI tools, process improvement
Technologies
ACORD forms, Broker Buddha, carrier portals
Responsibilities
Support commercial insurance renewals and placement activities, Generate and process Certificates of Insurance (COIs), Prepare and organize documentation for underwriters and wholesalers, Assist with policy servicing and client account maintenance, Support insurance payments, billing, and premium audits, Coordinate with carriers, underwriters, wholesalers, and internal Risk Advisors
Seniority
Mid-level, hands-on IC