Assistant Commercial Insurance Client Manager
Core
Junior-level client support role providing administrative and technical assistance to Client Managers in the Commercial Insurance division.
Role type
Assistant Commercial Insurance Client Manager
Builds
Insurance policies, certificates of insurance, endorsements, and loss runs for middle-market to large accounts in auto dealership and golf industries.
Domain
Insurance (Property & Casualty)
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Property & Casualty insurance knowledge, Agency Management Systems proficiency, data entry, policy servicing, client communication, Microsoft Office
Preferred skills
Sagitta or PaperWise software experience, paperless procedures, multi-line P&C product knowledge
Technologies
Sagitta, PaperWise, BHHC, ICW, SCIF, AMTrust, Microsoft Office
Responsibilities
Process Certificates of Insurance, endorsements, and loss runs; Inform and educate clients about policy coverage and changes; Maintain documentation and records in the Agency Management System; Submit applications with supporting documentation; Provide technical support in the sales process
Seniority
Junior, hands-on IC