Commercial Lines Account Assistant
Core
Administrative support for commercial insurance accounts, managing workflows, client documents, and claims processing for diverse industry verticals.
Role type
Account Assistant (Commercial Insurance)
Builds
Insurance certificates, proposals, binders, and policy documents for commercial clients.
Domain
Insurance Brokerage / Commercial Lines
Required skills
Client service, document processing, data entry, rate/premium calculation, claims input, system administration, invoicing, receivables collection
Preferred skills
RIBO licensing, proactive problem solving, tight deadline management
Technologies
EPIC, Policy Works, Aviva RTM, Microsoft Office (Word, Excel, Outlook)
Responsibilities
Execute insurance certificates, binders, and proposals; maintain abeyance systems; load underwriting information into management systems; calculate premiums and PST; process journal entries and invoices; update Summary of Insurance; input and update claims history; answer client queries and communicate with insurers.
Seniority
Junior to Mid-level, hands-on IC