Client Executive Assistant, Commercial Lines
Core
Partner with Commercial Lines Account Executives to manage client insurance needs, service clients, and engage with insurance companies to ensure efficient solutions.
Role type
Client Executive Assistant (Commercial Lines)
Builds
Insurance policies and risk management solutions for commercial clients
Domain
Insurance / Commercial Lines
Deliverable
client delivery
Required skills
Client service, record keeping, insurance policy management, correspondence handling, liaison coordination, special project support
Preferred skills
CISR designation, CIC designation, EPIC software experience
Technologies
Microsoft Office Suite, EPIC
Responsibilities
Address client inquiries, maintain communication records in Epic, assist in renewal processes, follow up with insurance carriers, handle correspondence, verify issued policies, assist with petitions (certificates of insurance, vouchers), act as liaison between internal departments and clients, support special projects
Seniority
Individual Contributor, mid-level