Commercial Lines Associate Account Manager
Core
Administrative support for commercial insurance accounts, handling policy issuance, billing, and data entry under Account Executive direction.
Role type
Associate Account Manager (Commercial Lines)
Builds
Commercial insurance policies and administrative workflows
Domain
Insurance / Property & Casualty
Deliverable
client delivery
Required skills
policy administration, billing reconciliation, data entry, claims intake, software proficiency
Preferred skills
Commercial Lines experience, Property and Casualty license
Technologies
carrier software, paperless filing systems
Responsibilities
Issue auto ID cards, binders, certificates & Evidence of Property; Order loss runs and input information; Process change requests and cancellations; Handle claims intake for the unit; Reconcile fleet schedules; Prepare policies to be delivered.
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