Opportunity Description
Commercial Lines Customer Service Account Manager
In-Office/hybrid-various locations in Wisconsin
My client is seeking a highly organized, process-driven Commercial Lines Account Manager to support and help manage a mid-market book of business. This role is ideal for an experienced insurance professional who values accuracy, consistency, and strong internal workflows.
Key Responsibilities
- Manage the administrative servicing of a commercial book of business with a strong focus on accuracy and documentation
- Prepare renewal timelines, exposure summaries, and organized submission packets
- Process endorsements, audits, cancellations, and policy changes in a timely and precise manner
- Issue and track Certificates of Insurance, ensuring compliance with contractual requirements
- Review policies and endorsements for accuracy prior to delivery
- Maintain clean, well-documented electronic files within the agen...
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