Associate Account Manager
Core
Support Commercial Account Managers by processing daily service requests, renewals, policy checks, and claims for insurance clients.
Role type
Associate Account Manager (Insurance Operations)
Builds
Insurance policy renewals, certificates, and claims documentation for commercial clients
Domain
Insurance brokerage / Property & Casualty
Required skills
Property/Casualty license, Active Listening, Professional correspondence, Speaking, Writing, Critical Thinking, Time Management
Preferred skills
EPIC Agency Management System experience, Microsoft Office proficiency
Technologies
EPIC, Microsoft Word, Outlook, Excel, Internet Explorer/Chrome/Firefox
Responsibilities
Process service requests (calls, emails) for endorsements, claims, billing, audits, and cancellations; Assist with renewals (requirements, updates, draft presentations); Check WC policies; Issue certificates/EPIs; Enter and submit claims to carriers
Seniority
Entry-level / Individual Contributor