Assistant Account Manager, Commercial Lines
Core
Provides high-level support in obtaining, maintaining, expanding, and servicing commercial lines insurance accounts.
Role type
Assistant Account Manager (Commercial Lines)
Builds
Insurance policies and client service solutions for commercial businesses
Domain
Insurance / Commercial Lines
Deliverable
client delivery
Required skills
policy administration, quote preparation, premium collection, data accuracy, customer service, Microsoft Office proficiency
Preferred skills
property & casualty licensing, problem-solving, multitasking
Technologies
Microsoft Office Suite, automated agency management systems
Responsibilities
Respond to policy inquiries via phone and email; prepare certificates of insurance and policy changes; assist in renewal preparation; coordinate premium financing and collection; check policies and audits for accuracy; prepare quotes and proposals.
Seniority
Entry-level to Junior, hands-on IC