Commercial Lines Senior Account Administrator

Job Summary

Seeking a detail-oriented and experienced Commercial Lines Senior Account Administrator to support Account Managers and Producers in managing a diverse portfolio of commercial insurance accounts, including construction, commercial auto, and general business.

This role involves providing administrative and account servicing support, processing insurance documentation, maintaining accurate records, and ensuring efficient daily operations. The ideal candidate will have a strong understanding of insurance agency procedures, excellent organizational skills, and a proactive approach to problem-solving.

This position offers opportunities for professional development and career advancement within a collaborative, fast-paced environment.

Responsibilities

• Provide administrative and account servicing support to Account Managers and Producers across a diverse portfolio of commercial insurance accounts.

• Prepare, review, and process insurance documents, including invoices, applications, endorsements, binders, certificates of insurance, and renewal summaries.

• Process Surplus Lines invoices and filings in accordance with established procedures.

• Review and verify policy accuracy against proposals, applications, and agency management software.

• Maintain accurate and organized account files while ensuring compliance with agency procedures and industry regulations.

• Electronically file correspondence and documentation using ImageRight or similar document management software.

• Develop and maintain professional relationships with underwriters, insureds, and other stakeholders.

• Process policy change requests from insureds and underwriters accurately and efficiently.

• Assist with marketing and servicing straightforward commercial insurance accounts.

• Collaborate with Account Managers and Producers to ensure timely completion of servicing activities.

• Maintain attention to detail and accuracy to minimize errors and omissions.

• Perform additional administrative and account servicing duties as assigned.

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license.

• Minimum of 1 year of experience in an insurance agency environment.

• Experience with Applied EPIC or similar agency management software preferred.

• Familiarity with ImageRight or other document management systems is a plus.

• Knowledge of commercial insurance policies, documentation, and agency procedures.

• Experience processing endorsements, certificates of insurance, binders, and other policy-related documents preferred.

• High school diploma or equivalent required; additional insurance certifications or professional training are a plus.

• Strong organizational skills and exceptional attention to detail.

• Excellent verbal and written communication skills.

• Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment.

• Strong problem-solving abilities and a proactive approach to daily responsibilities.

• Ability to work independently while contributing to a collaborative team environment.

Compensation Package

• Salary Range: $65,000 – $75,000 annually, commensurate with experience.

• Benefits: Comprehensive benefits package, including health insurance and paid time off.

• Work Arrangement: Hybrid schedule available following an initial training period.

• Career Development: Opportunities for professional growth and internal advancement.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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