Account Administrator, Commercial Lines

Jobtailor; Oklahoma City (OK); On-site; USD 42,000 - 64,000; Full time

Job summary

Jobtailor seeks an organized Insurance Administrative Assistant to support Account Managers, Account Executives, and Risk Consultants with servicing Commercial Lines accounts. You will coordinate servicing with the Account Manager and handle data entry in company systems.

Responsibilities include processing certificates of insurance, handling correspondence, preparing invoices and documents, tracking changes, and supporting pre-renewal processes.

Qualifications

• 3 years of administrator-related work experience (insurance industry preferred).
• High school diploma or equivalent required.
• P&C License required or able to obtain within 120 days from hire.
• Valid Driver’s License and dependable transportation.
• Strong reading, writing, and arithmetic abilities.
• Proficiency in Microsoft Office tools (Excel, Word, PowerPoint).
• Ability to follow EPIC/BMS guidelines for premium efficiency with the team.
• Bilingual English and Spanish is a big plus.

Responsibilities

• Assist Account Managers, Account Executives, and Risk Consultants with servicing Commercial Lines accounts.
• Coordinate servicing of accounts with the Account Manager and enter data in automation systems.
• Support pre-renewal processes and handle account correspondence and clerical work.
• Process certificates of insurance requests and track cancellations/renews in systems.
• Prepare invoices, transmittals, IDs, certificates, binders, and cancellation forms.
• Review and process change requests in the broker management system.
• Maintain an accurate suspense system and file communications electronically.
• Attend continuing education training and abide by HUB Broker Standards.
• Perform other responsibilities as assigned by the Account Manager.

Skills

Data entry

Policy preparation

Effective communication

Problem solving

Dependability

Bilingual English and Spanish

Education

High School Diploma or Equivalent

P&C License

Tools

EPIC/BMS

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Assist Account Managers, Account Executives, and Risk Consultants with servicing assigned Commercial Lines accounts
Coordinate servicing of assigned accounts with the Account Manager
Enter data in insurance company automation systems
Support pre-renewal processes
Handle account correspondence and clerical processing, including applications and computer input
Process certificates of insurance requests
Track cancellation and reinstatement systems for commercial accounts
Maintain familiarity with forms and paperwork and their purpose
Prepare invoices, transmittals, ID cards, certificates of insurance, binders, and cancellation forms
Review and process change requests in the broker management system
Prepare policies for policy check and delivery to clients
Maintain an accurate suspense system for items requiring a response
Scan and electronically file communications and documents
Input and maintain data in account management and ancillary systems
Attend industry-related continuing education training and courses
Follow HUB Broker Standards
Perform other responsibilities assigned by the Account Manager

Requirements

• 3 years of administrator-related work experience (insurance industry experience preferred)
• High school diploma or equivalent required
• P&C License required or able to obtain within 120 days from hire
• Valid Driver’s License
• Dependable transportation
• Ability to read and interpret safety rules, operating and maintenance instructions, and procedure manuals
• Ability to write routine reports and correspondence
• Ability to speak effectively with customers and teammates
• Proficiency in Microsoft Office, including Excel, Word, and PowerPoint
• Ability to follow guidelines for working in BMS (EPIC) for premium efficiency with the team
• Ability to perform basic arithmetic using whole numbers, common fractions, and decimals
• Ability to define problems, collect data, establish facts, and draw valid conclusions
• Ability to interpret technical instructions in mathematical or diagram form and deal with abstract and concrete variables
• Bilingual English and Spanish is a big plus

Core Competencies

Demonstrates expertise in account management and servicing within the insurance industry, with proficiency in data entry, policy preparation, and client communication. Capable of maintaining compliance with industry standards and effectively utilizing management systems.

Highest-signal resume keywords

• 3 Years Administrator-Related Work Experience
• P&C License
• Proficiency in Microsoft Office
• Bilingual English and Spanish
• Familiarity with Broker Management System (EPIC)

ATS Optimization Keywords

Hard Skills

• Data Entry
• Policy Preparation
• Certificate of Insurance Processing
• Basic Arithmetic
• Change Request Processing

Soft Skills

• Effective Communication
• Problem Solving
• Dependability

Certifications & Qualifications

• P&C License
• High School Diploma or Equivalent

Industry Keywords

• Commercial Lines Accounts
• Account Management
• Insurance Industry
• Continuing Education Training
• HUB Broker Standards

Tools & Technologies

• Broker Management System (EPIC)
• Microsoft Excel
• Microsoft Word
• Microsoft PowerPoint