Assistant Account Manager - Specialty Real Estate
Core
Supporting Account Managers on 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 clients
Domain
Insurance / Real Estate
Deliverable
client delivery
Required skills
Insurance support experience, Producer's license (or ability to obtain), Microsoft Office proficiency, Agency management systems, Customer service, Data analysis, Regulatory forms preparation
Preferred skills
None stated
Technologies
Microsoft Office, Automated agency management systems, Acord applications
Responsibilities
Capture pre-renewal information and assemble renewal submissions, Collaborate on service strategies to meet client insurance objectives, Update agency management systems for policy transactions, Create summaries of insurance on existing client accounts, Obtain loss run data and develop loss analysis worksheets, Prepare regulatory forms (MA RMV, Acord applications), Monitor emails for account management team
Seniority
Mid-level, hands-on IC