Commercial Lines Account Associate, Professional Liability
Core
Support professional liability accounts by managing client renewals, preparing documentation, and handling administrative tasks to enable account managers.
Role type
Junior Account Associate (Commercial Insurance)
Builds
Client renewal packages, certificates, invoices, and policy binders for professional liability clients.
Domain
Insurance brokerage / Professional Liability
Required skills
Commercial insurance knowledge, RIBO license (or willingness to obtain), Microsoft Office (Excel, Word, PowerPoint), EPIC system proficiency, client communication, time management, negotiation basics.
Preferred skills
Market negotiation experience, emerging risk trends knowledge, aged receivables management.
Responsibilities
File management and preparation of client renewal packages, issuance of certificates and binders, communication with clients and third parties, managing the abeyance system, minimizing Daily Sales Outstanding, supporting client meetings.
Seniority
Junior, path to Account Manager in 2 years