Commercial Lines Account Assistant, Dealership & Leasing
Core
Administrative support for the Dealership & Leasing Program, processing commercial insurance policies, invoicing, and client communication.
Role type
Entry-level administrative assistant (insurance)
Builds
Commercial insurance policies, invoices, and client documentation for the Dealership & Leasing vertical
Domain
Insurance brokerage / Automotive Dealership & Leasing
Required skills
Data entry, document handling, Microsoft Office (Word, Excel, Outlook), invoicing, premium calculation, client communication, policy servicing
Preferred skills
RIBO license, Epic broker management system experience, general insurance coverage knowledge
Technologies
Epic, Certificate Exchange
Responsibilities
Preparing insurance certificates, binders, and proposals; setting up clients in brokerage management systems; updating rate/premium histories and processing journal entries; answering client queries and communicating with insurers; updating claims history on loss runs
Seniority
Entry-level, 1-2 years experience