Personal Lines Assistant Account Manager
Core
Assisting Account Managers and Producers in servicing assigned insurance accounts, processing transactions, and providing customer support.
Role type
Assistant Account Manager (Insurance)
Builds
Insurance policies, proposals, and client files for property and casualty accounts.
Domain
Insurance brokerage (Property & Casualty)
Required skills
Insurance operations, document processing, customer service, data entry, carrier navigation, Microsoft Office Suite
Preferred skills
Insurance licensing, state P&C license, team collaboration, prioritization
Technologies
Microsoft Office Suite, account management systems, carrier websites
Responsibilities
Prepare and process applications, billing, policies, endorsements, and invoices; Participate in renewal preparation; Provide customer service to clients and carriers; Maintain accurate suspense systems; Scan communications and input data into account management systems.
Seniority
Entry-level to Junior, individual contributor