Associate Account Manager, Commercial Lines
Core
Assist senior account managers in servicing assigned commercial insurance accounts, processing certificates of insurance, and maintaining account data.
Role type
Associate Account Manager (Commercial Lines)
Builds
Insurance policies and certificates of insurance for clients
Domain
Insurance / Commercial Lines
Required skills
Data entry, Customer service, Reading comprehension, Written and oral communication, Organization, Microsoft Office (Word, Excel, Outlook)
Preferred skills
EPIC Agency Management System experience
Responsibilities
Draft proposals and summaries using templates, Process certificates of insurance for new and existing clients, Verify endorsements match certificate requests, Coordinate certificate renewals with senior managers, Review policies for completeness and accuracy, Input and maintain data on account management systems, Order loss runs, Provide general administration support
Seniority
Entry-level / Individual Contributor