Commercial Lines Account Associate, Construction
Core
Support service and retention of a diverse portfolio of construction accounts, including contractors, developers, and specialty trades.
Role type
Commercial Account Associate (Construction Practice)
Builds
Service and retention of construction insurance accounts
Domain
Insurance brokerage / Construction
Deliverable
client delivery
Required skills
Commercial insurance products knowledge, policy documentation preparation, account receivables management, internal systems proficiency, multi-priority management
Preferred skills
CIP designation, EPIC system experience
Technologies
EPIC, Microsoft Office
Responsibilities
Prepare and issue confirmations of coverage, binders, and renewal packages; Process policy changes, endorsements, renewals, and cancellations; Coordinate with insurance markets to obtain coverage information and documentation; Monitor accounts receivable and assist with premium collection; Maintain accurate client records and documentation
Seniority
Mid-level, hands-on IC