Commercial Insurance Associate
Core
Support producers and marketers in servicing commercial insurance accounts by processing documentation, reviewing policy accuracy, and negotiating coverage with insurers.
Role type
Commercial Insurance Associate (IC)
Builds
Commercial insurance policies and coverage solutions for businesses
Domain
Insurance brokerage / Commercial risk management
Required skills
Commercial insurance licensing, policy documentation processing, client communication, insurer negotiation, data entry accuracy, Microsoft Office proficiency
Preferred skills
1 year commercial insurance experience, industry designation (CIP, CAIB, CRM, BCIT), self-directed work style
Technologies
Microsoft Word, Excel, Outlook
Responsibilities
Assist producers with servicing commercial accounts, process documentation (COI, renewals, proposals), review policy accuracy before client delivery, contact clients for renewal info, answer coverage questions, negotiate coverage and price with insurers, update client information
Seniority
Entry-level to Junior, hands-on IC