Assistant Account Manager - Client Advisory Team
Core
Assist Account Managers with quoting and servicing personal lines insurance accounts.
Role type
Assistant Account Manager (Personal Lines)
Builds
Personal lines insurance policies and account services
Domain
Insurance brokerage
Deliverable
product features
Required skills
Personal lines coverage knowledge, Agency management system proficiency, Data entry, Renewal process management, Invoicing, Quality control review
Preferred skills
Massachusetts Producer license, Organizational skills, Team collaboration
Technologies
Automated agency management systems
Responsibilities
Provide quotes for new, renewal, and remarketing personal lines policies; Enter data into insurance automation systems; Support pre-renewal processes; Handle correspondence and clerical processing including applications and file maintenance; Create renewal transmittal letters and invoices; Implement quality control reviews.
Seniority
Entry-level to Junior (1-2 years experience)