Account Manager Associate I - Commercial Lines
Core
Assist Account Executives and Account Managers with servicing tasks, preparing certificates of insurance, processing loss runs, and providing customer service for commercial insurance clients.
Role type
Associate Account Manager (Commercial Lines)
Builds
Insurance policies, certificates, and loss run reports for commercial clients
Domain
Insurance / Commercial Lines
Required skills
customer service, problem solving, data entry, Microsoft Office, automated agency management systems
Preferred skills
insurance experience, self-starter, adaptability, written and verbal English communications
Technologies
Microsoft Office, automated agency management systems
Responsibilities
Prepare certificates of insurance and certificate holders updates; Order and process scheduled and on-demand loss runs; Process direct bill and agency bill endorsements and audits; Provide quality customer service to clients, team members, and carriers; Prepare policy binders for delivery; Maintain an accurate suspense system; Input and maintain data on account management systems
Seniority
Entry-level to Junior, hands-on IC