Commercial Lines Associate Account Manager
Core
Administrative and clerical support for the Commercial Channel, assisting with account management, claims support, and underwriting services.
Role type
Associate Account Manager (Commercial Lines)
Builds
Insurance policies, endorsements, and renewal documentation for commercial clients.
Domain
Insurance (Property/Casualty)
Required skills
Insurance coverages analysis, policy documentation, carrier communication, data entry, audit processing, renewal management
Preferred skills
EPIC system knowledge, Illinois property/casualty license
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 details into broker management system, check policies for accuracy, request and document Audits and Endorsement requests, assemble/process renewal documents, complete renewal kits and marketing exhibits
Seniority
Junior, individual contributor