Commercial Lines Account Support

Job Description

Commercial Lines Account Support | Not Specified

The Tone:
This is an early career opportunity at Not Specified, located in Florida. Our company culture is built on meritocracy, actively rewarding self-starters and individuals deeply committed to delivering the best for our customers. This entry-level position offers an excellent gateway into a large insurance organization, providing critical support to Commercial Lines Account Managers and Producers in the ongoing maintenance and servicing of client accounts. We are dedicated to our teammates’ total well-being, offering comprehensive benefits that span health, financial security, and mental health support, alongside generous paid time off. This role also serves as a direct stepping stone, with the clear career path progressing to a Commercial Lines Account Manager.

The TL;DR
• Role: Early Career
• Location: Florida

• Team: Supports Commercial Lines Account Managers and Producers
• Mission: Maintaining and servicing assigned Commercial Lines accounts
• Tech Stack: MS Office Suite

What You’ll Actually Do
• Data Management: Accurately enter data and process daily download activities to ensure system integrity and currency.
• Policy Validation: Diligently validate all renewal policies, endorsements, and cancellations for accuracy and completeness.
• Client Communication: Efficiently process all incoming telephone, fax, or written requests for assigned accounts, maintaining clear communication.
• Documentation: Prepare and process essential evidence of insurance documents and issue binders as necessary to support client needs.
• Account Support: Provide direct assistance to Account Managers by managing select clients from their book of business, contributing to client satisfaction.

The Must-Haves
• Background: This is an early career role requiring a foundational understanding of professional responsibility, evidenced by a high school diploma or equivalent. The successful candidate will be eager to begin a career within the insurance industry.
• Experience: While direct prior experience is not specified, a critical requirement is the ability to successfully obtain the Florida Insurance 220 License within the first six months of employment, demonstrating a commitment to professional development.
• Skills: Strong attention to detail is paramount for accurate data entry and policy validation. Proficiency with MS Office Suite is essential for daily tasks, and the ability to maintain a high level of confidentiality with sensitive client and company information is crucial.
• Bonus: An Associate’s or Bachelor’s degree in a business, risk-management, or financial related discipline is preferred, offering a solid academic foundation for industry understanding.