Insurance Advisor, Commercial
Core
Administrative and operational support for commercial insurance accounts, acting as a liaison between clients, account managers, and insurers to process documentation and bind coverage.
Role type
Commercial Insurance Service Advisor
Builds
Policy documentation, certificates of insurance, proposals, and invoices for commercial clients
Domain
Insurance (Commercial Lines)
Deliverable
client delivery
Required skills
Level 2 General Insurance License, commercial insurance operations, policy administration, account reconciliation, Microsoft Office proficiency, typing speed 55+ wpm
Preferred skills
Industry designations (CIP, CAIB, CRM), accounting experience, EPIC/Policy Works/CSR24 system experience
Technologies
EPIC, Policy Works, CSR24, Certificate Exchange
Responsibilities
Update client information and answer account-related inquiries from clients, lawyers, and banks; prepare proposals, rate sheets, certificates, and invoices; process documentation and bind coverage; manage account receivables and reconciliations; maintain accuracy of electronic and physical files; attend critical path meetings and follow up on action items.
Seniority
Mid-level IC