Commercial Lines Account Technician
Core
Assist Account Managers and Producers in servicing assigned commercial insurance accounts, ensuring policy accuracy and processing administrative tasks.
Role type
Account Technician (Commercial Insurance)
Builds
Policy documents, invoices, certificates of insurance, and account files for commercial clients.
Domain
Insurance brokerage / Property & Casualty
Deliverable
product features
Required skills
Data entry, policy review, account servicing, invoice preparation, correspondence handling, agency management system usage, loss run ordering, quality control review
Preferred skills
Insurance brokerage experience, underwriting assistant experience, Agency Management System experience
Technologies
Word, Excel, internet, Agency Management Systems
Responsibilities
Coordinate account handling with Account Managers; check policies and endorsements for accuracy; process change requests; enter data into automation systems; prepare invoices and certificates of insurance; order loss runs; maintain suspense systems; conduct quality control reviews.
Seniority
Entry-level to Junior, hands-on IC