Commercial Lines Account Associate - Dealership & Leasing Unit
Core
Support the Commercial Lines Dealership & Leasing Unit by managing policy documentation, processing renewals, and handling client inquiries for small lease and fleet accounts.
Role type
Commercial Account Associate (Dealership & Leasing)
Builds
Commercial insurance policies and lease programs for dealership and leasing clients
Domain
Insurance / Commercial Lines / Automotive
Deliverable
client delivery
Required skills
Commercial lines broking or underwriting, policy review and interpretation, loss runs analysis, invoice management, client relationship management, sub-broker coordination, Microsoft Office (Word, Excel)
Preferred skills
EPIC system fluency, fleet/garage/leasing program familiarity
Responsibilities
Process and review new and renewal business documentation, provide information for invoice issuance, respond to client inquiries, prepare market submissions and collate quotes, manage loss runs and endorsements, perform administrative calculations, monitor receivables and review Statements of Value (SOV)
Seniority
Mid-level, hands-on IC