Associate Account Manager - Personal Lines
Core
Support assigned Personal Lines insurance accounts by processing binders, renewals, and coverage proposals while assisting Account Managers and Producers.
Role type
Associate Account Manager (Personal Lines)
Builds
Insurance policies and coverage schedules for individuals and families
Domain
Insurance brokerage / Personal Lines
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
P&C Producer's license, Microsoft Office proficiency, account servicing, binder processing, policy renewal, premium financing, loss report retrieval, agency management system input
Preferred skills
None stated
Technologies
Microsoft Office, Agency Management System
Responsibilities
Coordinate handling and servicing of assigned accounts; Create and maintain coverage proposals, Schedules of Insurance, and Statement of Values; Process binders of insurance requests; Process premium financing quotations; Request and follow up with insurance carriers on policy changes/endorsements; Renew and maintain policies within agency management system; Invoice premium transactions; Obtain and provide loss reports from insurance carriers; Handle correspondence and clerical processing of accounts
Seniority
Entry-level to Junior (1-2 years experience)