Commercial Account Assistant
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Key skills for this role
About the Role
Manage client portfolios, process account applications, assist in proposals, and demonstrate strong communication skills with proficiency in CRM software.
Key Skills for This Role
Responsibilities
- Manage and organize client portfolios, ensuring accurate documentation
- Process and track new account applications, perform due diligence, liaise with underwriters
- Serve as primary point of contact for client inquiries, resolve issues promptly
- Assist account executives in preparing proposals, presentations, and renewal documents
Requirements
- Manage and organize client portfolios
- Process and track new account applications
- Serve as primary point of contact for client inquiries
- Assist account executives in preparing proposals and presentations
Full Job Posting
Key Responsibilities
- Manage and organize client portfolios, ensuring all documentation is accurate and up to date for seamless account management.
- Process and track new account applications, performing initial due diligence and liaising with underwriters for swift approvals.
- Serve as a primary point of contact for client inquiries, resolving issues promptly and professionally to foster strong relationships.
- Assist account executives in preparing proposals, presentations, and renewal documents, ensuring all client needs are met.
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