Account Manager - 6 Month Assignment
Core
Provides administrative and data support to Account Executives and Underwriters to facilitate sound underwriting decisions, policy issuance, and account servicing for brokers and insureds.
Role type
Administrative Support Specialist (Insurance Underwriting)
Builds
Supports new business submissions, policy changes, renewals, and regulatory compliance filings for the Surety Operations team.
Domain
Insurance / Surety
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
data entry, account documentation management, exposure and experience rating analysis, regulatory compliance filing, billing and invoicing, Microsoft Office proficiency, quote preparation within authority limits
Preferred skills
time management, multitasking, attention to detail, verbal and written communication, analytical thinking, customer service
Technologies
Windows, MS Office (Excel, Word, PowerPoint), internal insurance platforms
Responsibilities
Gather relevant account information to quote and bind policies, prepare underwriting exhibits including profit and loss analysis, manage account documentation such as reinsurance certificates and endorsements, ensure accurate servicing and billing of accounts, communicate with brokers and internal departments to resolve issues, perform data entry into systems
Seniority
Entry-level, individual contributor