Drive smooth and successful renewals by partnering closely with Account Executives to prepare submissions, exposure summaries, proposals, coverage summaries, and binding documentation.
Support informed risk placement by drafting loss exhibits and proactively obtaining loss runs directly from carriers.
Ensure clients and partners have what they need by coordinating accurate and timely certificates and proofs of insurance.
Protect data integrity and team efficiency by maintaining precise, up-to-date records in the system of record.
Uphold service excellence through quality control of insurance program documentation, including policies, endorsements, audits, and claims.

Two or more years of experience in a Property and Casualty brokerage environment, with a strong understanding of commercial insurance.
Ability to follow processes and procedural guidance.
Effective time management and task prioritization to meet deadlines.
Clear communication skills, both written and verbal.
Ability to work independently and as part of a team.
Insurance licenses, or willingness to obtain them as required.

Commercial Lines Account Manager

Key skills