Commercial Lines Account Assistant, Real Estate
Core
Manage commercial real estate insurance client accounts, handling renewals, policy documentation, invoicing, and collections.
Role type
Commercial insurance account assistant
Builds
Commercial insurance policies and account documentation for real estate clients
Domain
Insurance / Real Estate
Required skills
Commercial insurance experience, client management, detail-oriented organization, Microsoft Office proficiency, insurance broker management systems experience
Preferred skills
Market negotiation experience, RIBO certification
Technologies
Applied EPIC, Microsoft Office (Word, Excel, PowerPoint, Outlook)
Responsibilities
Manage client account renewals and policy documentation, maintain digital and physical client files, respond to client inquiries and prepare renewal packages, review policies and calculate taxes, monitor receivables and assist with collections, coordinate with underwriters on submissions, track abeyances and expiries
Seniority
Entry to Mid-level, hands-on IC