Assistant Account Manager - Commercial Lines
Core
Supporting Account Managers on client service, marketing, and renewal of commercial insurance accounts.
Role type
Assistant Account Manager (Commercial Lines)
Builds
Commercial insurance renewals and client service workflows
Domain
Insurance brokerage
Deliverable
client delivery
Required skills
Insurance support experience, Producer's license (or ability to obtain), Microsoft Office proficiency, Agency management systems proficiency, Data analysis, Regulatory compliance (ACORD, MA RMV forms)
Preferred skills
Customer service, Communication, Problem solving, Organizational skills
Responsibilities
Capturing pre-renewal information and assembling renewal submissions, Collaborating on service strategies, Updating agency management systems, Creating insurance summaries and templates, Obtaining loss run data and developing loss analysis worksheets, Issuing certificates of liability and property, Monitoring emails for the account management team
Seniority
Entry-level / Junior