Assistant Account Manager- P&C
Core
Support Property & Casualty clients by managing policy renewals, endorsements, and certificate issuance.
Role type
Assistant Account Manager (P&C)
Builds
Policy renewals, certificates of insurance, and endorsement documentation for commercial clients.
Domain
Insurance (Property & Casualty)
Deliverable
product features
Required skills
Agency management systems (Sagitta, ImageRight, CSR24), Microsoft Office, loss runs analysis, experience modification worksheets, proposal preparation support, certificate renewal management, endorsement processing, policy filing.
Preferred skills
Insurance carrier or brokerage industry experience, Property & Casualty license.
Responsibilities
Respond to client inquiries and maintain documentation; issue certificates of insurance and auto ID cards; manage certificate renewal process; process notices of cancellation; launch renewal workflows 150 days out; prepare renewal checklists and gather loss runs; request and verify endorsements; file policies and correspondence in ImageRight.
Seniority
Entry-level to Junior