Commercial Lines Associate Account Manager
Core
Administrative and clerical support for the Commercial Channel, assisting with account management, claims management, and underwriting services to ensure quality customer service.
Role type
Associate Account Manager (Insurance)
Builds
Insurance policies, endorsements, renewals, and client documentation for commercial clients.
Domain
Insurance (Property/Casualty)
Required skills
Insurance experience (1-2 years), Property/Casualty licensing knowledge, Detail orientation, Written and oral communication, Insurance coverage analysis, Microsoft Office
Preferred skills
EPIC system knowledge, College/University graduation
Technologies
EPIC, Microsoft Office
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 detail into broker management system, Check policies for accuracy, Request, process and document Audits and Endorsement requests, Assemble/process renewal documents, Complete renewal kits and marketing exhibits, Pursue a program for personal and professional development
Seniority
Junior, entry-level to early career