Commercial Lines Assistant Client Manager
Core
Support Client Managers by managing policy renewals, endorsements, and certificate issuance for commercial insurance clients.
Role type
Commercial Lines Assistant Client Manager
Builds
Policy renewals, certificates of insurance, and endorsement documentation for commercial clients
Domain
Insurance (Property & Casualty)
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Agency management systems proficiency, loss runs analysis, policy maintenance, certificate issuance, renewal workflow management, endorsement processing
Preferred skills
Insurance carrier or brokerage experience, Microsoft Office proficiency, Property & Casualty licensing
Technologies
Sagitta, ImageRight, CSR24
Responsibilities
Launch renewal workflows 150 days out, process notices of cancellation, request and verify endorsements, issue certificates of insurance and auto ID cards, maintain suspense items, prepare materials for carrier marketing meetings
Seniority
Entry-level to Junior, hands-on IC