Assistant Account Manager providing high-level support in servicing commercial lines accounts. Responsible for certificates, policies, client presentations, and account assistance while maintaining service commitments.
Responsibilities
Provides a high level of support in obtaining, maintaining, expanding, and servicing commercial lines accounts
Assists with certificates of insurance, policy changes, gathering renewal information preparing client presentations
Responsible for service work as needed on a daily basis
Participates in the renewal preparation process, including generating renewal updates on accounts
Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives
Requirements
High School / GED
1-2 years insurance industry experience or equivalent combination of education & experience
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