Account Manager Associate, Commercial Lines
Core
Assisting Account Executives and Account Managers with servicing tasks, preparing certificates of insurance, processing loss runs, and delivering policy binders for clients.
Role type
Associate Account Manager (Commercial Lines)
Builds
Insurance policy documentation and client service workflows
Domain
Insurance brokerage (Property & Casualty)
Deliverable
client delivery
Required skills
certificate preparation, loss run processing, policy endorsement processing, data entry, customer service
Preferred skills
insurance knowledge, problem solving, self-starter, adaptability
Technologies
Microsoft Office, automated agency management systems
Responsibilities
Prepare certificates of insurance and updates; Order and process scheduled and on-demand loss runs; Process direct bill and agency bill endorsements and audits; Provide quality customer service to clients, team members, and carriers; Prepare policy binders for delivery; Maintain accurate suspense system; Input/maintain data on account management systems
Seniority
Junior, entry-level IC