Commercial Lines Account Assistant (Construction)
Core
Support service and retention of a diverse portfolio of construction accounts including contractors, developers, and specialty trades.
Role type
Commercial Account Assistant (Construction)
Builds
Service and retention of construction insurance accounts
Domain
Insurance brokerage / Construction
Deliverable
client delivery
Required skills
policy administration, coverage confirmations, account receivables, client record management, market coordination, commercial insurance products knowledge
Preferred skills
RIBO license, CIP designation, EPIC system proficiency, commercial insurance experience in construction/real estate
Technologies
EPIC, Microsoft Office
Responsibilities
Prepare and issue coverage confirmations, binders, and renewal packages; Process policy changes, endorsements, renewals, and cancellations; Monitor accounts receivable and assist with premium collection; Coordinate with insurance markets for coverage information and documentation; Maintain accurate client records in internal systems.
Seniority
Junior to Mid-level, hands-on IC