Associate Insurance Advisor, Real Estate Practice
Core
Support Account Executives and Account Managers in servicing real estate clients by processing documentation, managing account reconciliation, and providing customer service.
Role type
Associate Insurance Advisor (Real Estate Practice)
Builds
Client service support and administrative workflows for commercial real estate accounts
Domain
Commercial Insurance / Real Estate
Deliverable
client delivery
Required skills
Level 2 General Insurance License, 2-5 years insurance experience, policy documentation review, account reconciliation, customer service, MS Office (Excel/Word)
Preferred skills
business acumen, organizational skills, professional development
Responsibilities
Process documentation and transactions per workflows, manage account reconciliation with accounting and producers, respond to customer requests within license authority, review policy documentation from insurers, support producers with payment reminders, attend Critical Path meetings