Associate Account Manager overseeing specific tasks on commercial lines business and directly collaborating with the Client Service team for Florida Homeowner's Associations.
Responsibilities
Issuance of renewal of mid-term Certificates or Auto ID card; policy checking and processing
Endorsement and Audit checking and processing
Generate requests for invoices on policies, endorsements, or audits; order loss runs
Provide support in document preparation, such as Proposals, Renewal Packets, Loss Summary Analysis
Update the system of record to properly reflect conversations, communications, and policy documentation
Perform the first review for Quote checking
Requirements
Hold, or willing to obtain, Insurance licenses as required by the Company
Proven organizational skills,; ability to follow process and procedures guidance
Analytical and problem-solving abilities
Ability to display tact and poise under pressure when working through issues; good communication
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