Commercial Lines Associate Account Manager
Core
Day-to-day servicing of specific commercial insurance accounts, including processing new business, renewals, audits, and claims intake.
Role type
Associate Account Manager (Commercial Lines)
Builds
Policy documentation, billing information, and fleet schedules for local businesses.
Domain
Insurance (Property & Casualty)
Required skills
Commercial Lines experience, Property and Casualty licensing, computer proficiency, written and verbal communication, attention to detail
Preferred skills
Commercial Lines experience, Property and Casualty license
Technologies
Various software programs
Responsibilities
Issue auto ID cards, binders, certificates & Evidence of Property; Order loss runs and input information; Order MVRs and E Mods; Process change requests and cancelations; Audits including checking rates, ordering worksheets and invoicing; Support Account Manager and Account Executives; Process new business and renewals; Set up/update billing information; Scan and input all correspondence into paperless file; Email signed forms to carrier; Invoices; Prepare policies to be delivered; Reconcile fleet schedules; Prepare tabs for proposals; Agent of record letters; Finance agreement quotes; Renewal of all policies; Handle claims intake for the unit
Seniority
Junior to Mid-level, hands-on IC