Assistant Account Manager (P&C)
Core
Provides administrative, operational, and client service support to the account management team in the commercial insurance industry.
Role type
Assistant Account Manager (P&C)
Builds
Client accounts, policy documentation, and service delivery for commercial insurance clients
Domain
Insurance (Property & Casualty)
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Commercial insurance operations knowledge, client relationship management, policy administration, financial data analysis, regulatory compliance awareness, multi-tasking, attention to detail
Preferred skills
Insurance product knowledge, industry trends awareness, technology proficiency
Technologies
Agency Management System (Sagitta), EPIC Portal, Motor Vehicle Reports (MVRs), replacement cost valuation tools
Responsibilities
Process certificates of insurance, binders, policy changes, endorsements, and audits; Issue Auto ID cards and respond to routine client service needs; Follow up on policy cancellations, renewals, and issuance activities; Prepare renewal proposals and insurance applications; Obtain and analyze loss runs and prepare loss summaries; Support invoicing activities and premium finance quote requests; Maintain accurate records within the Agency Management System; Run Motor Vehicle Reports and replacement cost valuation reports; Develop and maintain positive working relationships with clients, carriers, wholesalers, and vendors
Seniority
Entry-level to Junior, service-oriented IC