Associate Account Manager, Commercial Lines
Core
Assist Account Managers and Account Executives in servicing assigned commercial insurance accounts, managing certificates of insurance, and processing renewals.
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, Coordinate certificate renewals with senior account managers, Review policies and endorsements for accuracy, Maintain data on account management systems, Order loss runs, Provide general administration support
Seniority
Entry-level / Individual Contributor