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 businesses
Domain
Insurance brokerage / Commercial Real Estate
Deliverable
client delivery
Required skills
Commercial insurance knowledge, Agency management systems proficiency, Data analysis (loss runs), Regulatory form preparation, Client service execution
Preferred skills
Producer's license, Microsoft Office proficiency, Industry trend analysis
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 insurance summaries and coverage templates, Obtain loss run data and develop loss analysis worksheets, Prepare regulatory forms (Acord, MA RMV) and issue certificates of insurance
Seniority
Mid-level IC