Assistant Account Manager - Commercial Lines
Core
Supporting Account Managers on client service, marketing, and renewal of commercial insurance accounts.
Role type
Assistant Account Manager (Commercial Lines)
Builds
Commercial insurance renewals and client service workflows
Domain
Insurance brokerage / Commercial Lines
Deliverable
client delivery
Required skills
pre-renewal process execution, agency management system proficiency, loss run data analysis, Acord application updates, exposure schedule maintenance, policy form details input, industry trend monitoring
Preferred skills
Producer's license (or ability to obtain within 6 months), Microsoft Office proficiency
Responsibilities
Capturing pre-renewal information and assembling renewal submissions, collaborating on service strategies, updating agency management systems for transactions, creating insurance summaries and templates, obtaining loss run data and developing loss analysis worksheets, issuing evidence of property and certificates of liability, monitoring emails for the account management team
Seniority
Mid-level IC