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Account Manager

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Title: Commercial Lines Account Manager

Location: Remote ( Udaipur, Rajasthan)

Experience: 4–6 years

License: Colorado P&C License (preferred) or readiness to apply for one

Insurance Designations/Courses: AINS, AIM, CIC, or CPCU

Market Exposure: Experience handling both Admitted and Non-Admitted (Surplus Lines) markets

Industry Experience: Prior handling of books for Construction, Restaurants, and Lessor’s Risk accounts

System Experience: Strong working knowledge of Applied EPIC

Preferred Tasks/Duties:

  • Accounting Items & Reports
  • Direct Customer Service & Premium Collection Support
  • Audits and Audit Disputes
  • Auto ID Cards, Certificates of Insurance, Cancellations/Reinstatements
  • Binds, Renewals, Rewrites, and New Business
  • Contract and Coverage Reviews
  • E-Docs, Carrier Transactions, and Policy Checks
  • Endorsement Processing, Invoicing, and Premium Allocations
  • Policy Expiration Monitoring, Renewal Log Maintenance
  • Handling Client Billing, Coverage, and Premium Discrepancies
  • Quotes for Midterm Coverage Changes
  • MVR Reviews, E-Mod Letters, and other client support tasks
  • Attend weekly team meetings and perform any additional assigned duties

Job Type: Full-time

Application Question(s):

  • Do you have a Knowledge of Property & Casualty Insurance (P&C)

Experience:

  • Commercial Lines Account Management: 1 year (Preferred)
  • Applied EPIC: 1 year (Preferred)
  • Admitted & Non-Admitted (Surplus Lines) markets: 1 year (Preferred)

License/Certification:

  • Property & Casualty License (Preferred)

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