Commercial Lines Associate Account Manager
Core
Administrative and clerical support for the Commercial Channel, focusing on policy documentation, endorsements, renewals, and carrier communication.
Role type
Associate Account Manager (Commercial Lines)
Builds
Insurance policy documentation, renewal kits, and marketing exhibits for commercial clients.
Domain
Insurance (Property/Casualty)
Required skills
Insurance coverages analysis, policy documentation, carrier communication, data entry accuracy, Microsoft Office proficiency
Preferred skills
EPIC system knowledge, Illinois property/casualty license
Responsibilities
Process lost policy release forms, prepare Summaries of Insurance, process endorsement requests and secure pricing, manage account documentation including ERM 14 forms, maintain follow-up system with insurance carriers, enter client information and policy details into broker management system, check policies for accuracy, assemble/process renewal documents, complete renewal kits and marketing exhibits.
Seniority
Junior, entry-level IC