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