General Description:

Assist Sales Executive and Account Manager in service and retention of Commercial clients and gain exposure to Account Management job activities.

Responsibilities:

• Provides internal assistance to 2-4 Commercial Lines Account Managers.
• Processes client policies, endorsements, audits, cancelations, and reinstatements.
• Audits insurance policies documents and works with to Account Manager to correct inaccuracies.
• Produces schedules and summaries of insurance.
• Issues renewal and new certificates of insurance.
• Maintains accurate information in agency management systems.
• Completes accounting-related transactions including complex and multi-client invoicing.
• Gathers renewal information and assembles applications and schedules for Account Management team.