Commercial Account Administrator

Responsibilities

• Service a designated portfolio of commercial insurance clients and manage day-to-day account servicing activities.
• Process policy changes, endorsements, and client requests while ensuring accuracy and timeliness.
• Review billing inquiries and assist clients with policy-related questions.
• Prepare quotes, proposals, and coverage recommendations in accordance with carrier guidelines.
• Cook up policy processing and documentation with internal administrative support staff.
• Support producers and account executives in servicing existing accounts and identifying new business opportunities.
• Aid with cross-selling initiatives and maintain strong client relationships to support retention efforts.
• Review policies prior to renewal and identify opportunities for additional coverage recommendations.
• Conduct periodic client service and account review calls.
• Document client and carrier communications regarding exposures, coverages, and policy activity.
• Maintain compliance with agency procedures, documentation standards, and insurance regulations.
• Attend industry training and continuing education programs as needed.
• Perform other duties as assigned.

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license.
• Associate degree or equivalent combination of education and relevant experience preferred.
• 3+ years of commercial insurance experience.
• Strong knowledge of commercial property and casualty insurance products and coverages.
• Excellent customer service, communication, and relationship-building skills.
• Strong organizational skills with the ability to manage multiple priorities effectively.
• Proficiency with Microsoft Office and agency management software.
• Ability to work independently and collaboratively within a team environment.
• Strong analytical and problem-solving abilities.