Assistant Account Representative
Current- Working on middle market and national accounts in Construction Services P&C
- Assist Account Managers in day-to-day duties and responsibilities of servicing accounts
- Responsibilities include issuing certificates, reviewing policies, invoicing, and many other daily tasks that are vital to the successful servicing of accounts
- Active in the renewal process – preparing accord & supplementary applications, acquiring & preparing loss runs, updating agency management system, bulk… Show more
- Active in the renewal process – preparing accord & supplementary applications, acquiring & preparing loss runs, updating agency management system, bulk reissue of certificates
- Correspond with insurance carriers to acquire endorsements for client policies as needed