Commercial Insurance Account Manager - Real Estate
Core
Provide high-quality administrative support to large, complex real estate and development clients by managing policy administration, billing, and account transactions.
Role type
Commercial Insurance Account Manager (Administrative)
Builds
Policy administration, billing, and account management services for large real estate accounts
Domain
Insurance / Real Estate
Deliverable
client delivery
Required skills
P&C Brokers License, commercial insurance industry experience, policy administration, billing and invoicing, schedule of values management, endorsement processing, client communication, MS Office suite
Preferred skills
Real estate experience, 2-3+ years in commercial insurance brokerage
Technologies
SAGE, MS Office, Excel, PowerPoint
Responsibilities
Manage activity for assigned accounts, create schedules of insurance and proposals, process endorsements, track client account balances, set up new and renewal policies, generate Acord certificates and loss run reports, contact clients and underwriters for policy changes
Seniority
Mid-level, hands-on IC