Assistant Account Manager - Specialty Real Estate
Core
Support Account Managers in client service, marketing, and renewal of commercial insurance accounts for specialty real estate clients.
Role type
Assistant Account Manager (Commercial Lines Specialty Real Estate)
Builds
Commercial insurance policies and services for real estate businesses
Domain
Insurance brokerage / Real Estate
Deliverable
client delivery
Required skills
pre-renewal process management, agency management systems, loss run data analysis, Acord applications, exposure schedules, policy checking, MA RMV forms, evidence of property, certificates of liability, industry trend monitoring
Preferred skills
Producer's license (or ability to obtain within 6 months), Microsoft Office proficiency
Technologies
Microsoft Office, automated agency management systems
Responsibilities
Capture pre-renewal information and assemble renewal submissions; Collaborate on service strategies to align client business needs; Update agency management systems for policy transactions; Create summaries of insurance on existing client accounts; Obtain loss run data and develop loss analysis worksheets; Update Acord applications and exposure schedules; Monitor emails for account management team
Seniority
Mid-level IC