Account Administrator, Commercial Lines
Core
Administrative support for servicing assigned Commercial Lines insurance accounts, coordinating with Account Managers, processing policies, certificates, and data entry.
Role type
Account Administrator (Commercial Lines)
Builds
Policy documents, certificates of insurance, invoices, and data records for commercial clients.
Domain
Insurance / Commercial Lines
Required skills
Data entry, policy processing, certificate generation, account management system navigation, invoice preparation, correspondence handling, industry forms familiarity, Microsoft Office proficiency.
Preferred skills
Insurance industry experience, P&C licensing, bilingual English/Spanish.
Technologies
BMS (EPIC), Microsoft Office (Excel, Word, PowerPoint), account management systems.
Responsibilities
Coordinate account servicing with Account Managers, enter data into automation systems, process pre-renewal tasks, handle clerical processing of applications and certificates, track cancellation/reinstatement systems, prepare policies and invoices, review change requests, maintain suspense systems, scan and file documents.
Seniority
Mid-level, individual contributor