Associate Client Manager - Commercial Lines

Bolton & Company
Pasadena, CA
30+ days ago
Bolton & Company
Bolton & Company

Job Description


Provide technical support for the Account Executive/Account Manager and Producer in processing all lines of Commercial Insurance in accordance with the objectives and procedures outlined by the Commercial Lines Procedure Manual.

Other duties may be assigned.

  • May be assigned specific accounts.
  • Process and. suspense cancellations, audits, and endorsement requests.
  • Responsible for accuracy of work delegated to Assistant Account Manager.
  • Supervise and if necessary, issue Certificates of Insurance.
  • Maintain and be responsible for their Expiration Log.
  • Market renewal policies or assist Account Executive/Account Manager with marketing.
  • Provide Producer with renewal proposals, provide summaries and client check lists for presentation to clients on accounts assigned to them.
  • Check policies, endorsements and audits for accuracy and relevance.
  • Handle or refer insureds? and underwriters? questions or requests.
  • Invoice policies, audits, endorsements, cancellations and other appropriate transactions.
  • Assist Accounting Department and Client in the reconciliation of client accounts.
  • Perform other specific duties as requested from time to time.
  • Pursue a program for personal and professional development.

Education and/or Experience
Bachelor's degree (B. A.) from four-year college or university; or five to seven years related experience and/or training. Bachelor’s degree preferred.
Designations, Licenses
Must hold required insurance agent license and be responsible for maintaining such license through attendance at mandatory continuing education courses.

Job Type: Full-time


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