Assistant Account Manager - Commercial Lines
Core
Supporting Account Managers on client service, marketing, and renewal of commercial insurance accounts.
Role type
Assistant Account Manager (Commercial Lines)
Builds
Renewal submissions, service strategies, and policy documentation for commercial clients.
Domain
Insurance brokerage / Commercial Lines
Deliverable
client delivery
Required skills
Commercial insurance knowledge, agency management systems proficiency, data analysis (loss runs), regulatory form preparation
Preferred skills
Producer's license, Microsoft Office proficiency
Technologies
Agency management systems, Acord applications, Microsoft Office
Responsibilities
Capture pre-renewal information and assemble renewal submissions; Collaborate on service strategies to align client business needs; Update and maintain agency management systems for policy transactions; Create insurance summaries and templates for new/renewal business; Obtain loss run data and develop loss analysis worksheets; Prepare regulatory forms (e.g., MA RMV) and issue certificates of liability
Seniority
Mid-level, hands-on support