Associate Account Manager - Commercial Lines

10 hours ago

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Logo of Risk Strategies Company

Risk Strategies Company

Insurance β€’ Brokerage β€’ Property & Casualty β€’ Employee Benefits β€’ High Net Worth

5001 - 10000

Description

β€’ Day to Day Client Service: Issuance of renewal of mid-term Certificates or Auto ID cards β€’ Policy checking and processing β€’ Endorsement and Audit checking and processing β€’ Generate requests for invoices on policies, endorsements, or audits β€’ Order loss runs β€’ Provide support in document preparation, such as Proposals, Renewal Packets, Loss Summary Analysis β€’ Update the system of record to properly reflect conversations, communications and policy documentation β€’ Perform the first review for Quote checking

Requirements

β€’ Active Property & Casualty insurance license, or be willing to obtain license within 90 days of hire β€’ Proven organizational skills β€’ Ability to follow process and procedures guidance

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