Commercial Lines Associate Account Manager
Core
Supporting Account Executives and Account Managers in servicing commercial insurance accounts, including policy administration, billing, and client support.
Role type
Associate Account Manager (Commercial Lines)
Builds
Policy binders, certificates of insurance, and loss run reports for commercial clients.
Domain
Commercial Insurance / Property & Casualty
Deliverable
client delivery
Required skills
insurance operations, policy administration, billing processing, data entry, customer service, Microsoft Office, automated agency management systems
Preferred skills
Property & Casualty licensing, 1-2 years of insurance experience
Responsibilities
Prepare certificates of insurance and certificate holders 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 and carriers, prepare policy binders for delivery, maintain accurate suspense systems, input and maintain data on account management systems
Seniority
Entry-level to Junior, hands-on IC