Commercial Lines Assistant Account Manager
Core
Assisting Account Managers and Producers with servicing assigned commercial insurance accounts, processing transactions, and providing customer support.
Role type
Assistant Account Manager (Commercial Lines)
Builds
Insurance policies, certificates, and client service for commercial accounts
Domain
Insurance / Risk Management
Deliverable
client delivery
Required skills
Insurance experience, state insurance licensing (P&C), Microsoft Office Suite, data entry, customer service, document processing
Preferred skills
1-2 years of relevant experience, detail-oriented, ability to prioritize
Responsibilities
Prepare and process applications, billing, policies, certificates, endorsements, and invoices; Participate in renewal preparation; Provide customer service to clients and carriers; Maintain account management systems; Handle client inquiries regarding coverage and payments
Seniority
Entry-level to Junior