Account Manager
Hybrid
Core
Manage the lifecycle of bound policies in a wholesale insurance business, handling documentation, invoicing, and administrative support.
Role type
Account Manager (Wholesale Insurance)
Builds
Policy documentation and invoicing workflows for retail agents
Domain
Insurance (Wholesale/Environmental)
Required skills
Policy lifecycle management, documentation gathering, invoicing, file management, virtual mail handling, office software proficiency
Preferred skills
Commercial insurance experience, wholesale insurance operations, AIM software, ImageRight system
Responsibilities
Manage and maintain organized policy files, secure pre- and post-binding documentation, ensure accurate invoicing, coordinate with internal teams and agents, handle virtual mail dissemination, provide general administrative support