Commercial Lines Assistant Account Manager
Core
Assisting Account Managers and Producers in servicing assigned commercial insurance accounts by processing transactions, documents, and client communications.
Role type
Assistant Account Manager (Commercial Lines)
Builds
Insurance policies, certificates, billing documents, and client service interactions
Domain
Insurance brokerage (Property & Casualty)
Deliverable
client delivery
Required skills
document processing, data entry, customer service, carrier website navigation, Microsoft Office Suite, organizational skills
Preferred skills
insurance experience, state insurance licensing, problem-solving, prioritization
Responsibilities
Prepare and process applications, billing, policies, certificates, endorsements, invoices, and proposals; Participate in renewal preparation; Provide customer service to clients and carriers; Maintain suspense systems and account management data; Handle client inquiries via phone regarding coverage and payments.
Seniority
Entry-level to Junior, hands-on support