Associate Account Executive
Core
Process insurance policy documentation, billing, and endorsements for commercial clients while supporting the account management team.
Role type
Associate Account Executive (Commercial Lines)
Builds
Insurance policy administration and billing records for commercial clients
Domain
Insurance brokerage / Property & Casualty
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
insurance policy administration, billing reconciliation, certificate issuance, endorsement processing, carrier communication, account documentation management, Microsoft Excel
Preferred skills
EPIC system proficiency, Pennsylvania Property/Casualty licensing
Technologies
EPIC, Microsoft Office
Responsibilities
Process lost policy release forms and transmit correspondence; issue certificates of insurance and evidence of property forms; perform billing functions including premium invoicing and receivable follow-up; process endorsement requests and secure carrier pricing; manage account documentation and carrier follow-up systems; furnish underwriters with requested information; manage agency interface system transactions for accurate revenue recording.
Seniority
Mid-level, hands-on IC