Commercial Lines Account Executive Assistant
- Support Account Executive with day-to-day service needs for clients
- Support Account Executive with marketing for new and renewal coverages
- Support Account Executive with preparation of summaries of insurance, schedules, loss summaries, proposals
- Support Account Executive with claim and cancellation activities for client
- Process Certificates and Evidences of Property with Account Executive oversight
- Issue Auto ID cards
- Import/Export/Update Certificate Holder Lists
- Maintain accurate client data in agency management system (AMS)
- Request/follow up/complete/deliver client change requests from carriers/brokers
- Ensure AMS policy, applications, transactions are updated based on changes
- Prepare policy cancellations/Lost Policy Release forms
- Notify AE of any cancellations
- Request Loss Runs for renewing policies 90 days before renewal
- Request MVRs as directed
- Create summaries of insurance as directed by Account Executive
- Quote and issue premium finance notes as directed by Account Executive
- Input data into AMS to create applications for submissions
- Complete policy checklists as directed by Account Executive
- Check audits and prepare for delivery as requested by Account Executive
- Update AMS and set suspense for audits in progress
- Pull endorsements and policies from carrier websites
- Create building valuations
- Request Experience Mod Worksheets as directed by Account Executive
- Set up draft renewal proposals for Account Executive
- Gather Renewal Supplemental applications as directed by Account Executive
- Prefer high school diploma or equivalent
- Ability to communicate and understand orally and in writing with others to explain complex or abstract issues, receive and interpret complex information and respond appropriately.
- Ability to add, subtract, multiply and divide whole numbers and accurately perform simple calculation involving decimals and fractions
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