Associate Account Executive - Commercial Lines

Role responsibilities

Manage insurance documentation including certificates, endorsements, and billing schedules within the Applied Epic system. Liaise with carriers, accounting, and clients to handle renewals, payments, and policy updates.

Requirements

Requires 2-5 years of relevant insurance brokerage experience and a valid NY P&C License. Candidates must be proficient in Microsoft Excel and possess strong organizational and communication skills.

Key skills

Insurance Servicing, Applied Epic AMS, Microsoft Excel, Oral Communication, Written Communication, Organizational Skills, NY P&C License, Billing Management, Certificate of Insurance Issuance, Endorsement Processing, Client Relations, Account Management

Keywords

Commercial Lines, Insurance Brokerage, Applied Epic, AMS, P&C License, Endorsements, Billing Schedules, Risk Management, Account Management, Microsoft Excel, Policy Administration, Insurance Certificates