Associate Account Manager, Commercial Lines
Core
Provide administrative and clerical support to the Commercial Channel through customer service, client record maintenance, and assistance with special projects.
Role type
Associate Account Manager (Commercial Lines)
Builds
Insurance policies, binders, certificates of insurance, and invoices for commercial clients.
Domain
Insurance / Commercial Lines
Required skills
Data entry, Microsoft Office (Outlook, Word, Excel), organization, attention to detail, insurance knowledge, verbal and written communication
Preferred skills
None stated
Technologies
Agency management systems, insurance automation systems
Responsibilities
Coordinate servicing of assigned accounts with the Account Manager, Enter data as required by insurance company automation systems, Provide support to the Account Manager on pre-renewal processes, Handle correspondence and clerical processing of accounts including applications and computer input, Prepare invoices, transmittals, ID cards, certificates of insurance, binders, and cancellation forms, Review and process change requests in the agency management system, Check policies and endorsements for completeness and accuracy, Maintain an accurate suspense system on all items that require a response, Scan and electronically file communications and documents, Input and maintain data on account management and ancillary systems
Seniority
Associate, entry-level to junior