Account Administrator, Commercial Lines
Core
Administrative support for commercial lines insurance accounts, assisting account managers with data entry, policy processing, and client documentation.
Role type
Account Administrator (Commercial Lines)
Builds
Policy binders, certificates of insurance, invoices, and account management system records
Domain
Insurance / Property & Casualty
Deliverable
product features
Required skills
Data entry, policy administration, invoice preparation, document scanning/filing, system data maintenance, client correspondence
Preferred skills
P&C insurance license, bilingual English/Spanish, Microsoft Office proficiency
Technologies
BMS (EPIC), Microsoft Office (Excel, Word, PowerPoint)
Responsibilities
Coordinate account servicing with Account Managers, enter data into insurance automation systems, process certificate of insurance requests, prepare policies for delivery, maintain suspense systems, scan and electronically file communications, input/maintain data on account management systems
Seniority
Individual Contributor, entry to mid-level