Account Manager Associate I - Commercial Lines
Core
Support Account Executives and Account Managers in servicing commercial insurance accounts, handling policy administration, and ensuring accurate data management.
Role type
Associate Account Manager (Commercial Lines)
Builds
Policy binders, certificates of insurance, loss runs, and account endorsements
Domain
Insurance brokerage (Property & Casualty)
Deliverable
product features
Required skills
Policy administration, data entry, customer service, loss run processing, audit processing, system proficiency
Preferred skills
Insurance knowledge, problem solving, self-starter attitude
Technologies
Microsoft Office, automated agency management systems
Responsibilities
Prepare certificates of insurance and updates, order and process loss runs, process bill endorsements and audits, provide customer service, prepare policy binders, maintain suspense systems, input/maintain data on account systems
Seniority
Entry-level to Junior, hands-on IC