About the role
Position Summary
The Commercial Lines Account Administrator provides administrative and client service support to the account management team. This role focuses on day-to-day transactional tasks, accurate record keeping, and timely response to client and team requests. The position works closely with Account Managers and Account Executives to ensure smooth delivery of service to clients.
Key Responsibilities
- Respond to client requests and questions within established knowledge and authority.
- Process daily transactions for assigned accounts, including endorsement requests, audits, and adjustments.
- Maintain accurate client records in the agency management system.
- Assist in preparing certificates of insurance and other standard service outputs.
- Support Account Managers with renewal preparation tasks, including managing expiration lists and reviewing carrier quotes for accuracy.
- Assist in invoice processing for renewals and standard placements.
- Follow company policies and procedures.
- Other duties as assigned.
Qualifications
- 1–3 years of insurance client-service or administrative experience.
- Associate’s or Bachelor’s degree in a business-related program, or equivalent experience in the insurance industry.
- Property & Casualty license preferred, or ability to obtain.
- Proficiency in Microsoft Outlook, Word, and Excel.
- Familiarity with Applied Epic or similar agency management systems is a plus.
- Strong organizational skills and ability to manage time effectively.
- Excellent interpersonal and customer service skills.
- Ability to work effectively in a team environment.