Internal Account Manager
Core
Provide administrative support to Account Managers and Brokers, assist with client communications and policy documentation, and maintain accurate client records.
Role type
Entry-level internal account manager
Builds
Policy documentation and client data management for an insurance brokerage
Domain
Insurance brokerage
Deliverable
dashboards & analysis
Required skills
Microsoft Office proficiency, administrative support, client communication, data management, organization
Responsibilities
Provide administrative support to Account Managers and Brokers, Assist with client communications and policy documentation, Maintain accurate records and manage client data, Liaise with insurers and clients to ensure smooth processing of policies
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