Account Clerk
2 days ago
We are seeking a highly organized and detail-oriented Account Clerk to support our commercial insurance underwriting operations. This role plays a key part in maintaining the accuracy and efficiency of policy processing, billing, rating, and other operational functions that do not require a license. The ideal candidate demonstrates professionalism, precision, and a strong commitment to maintaining data integrity within a fast-paced insurance environment.
Key Responsibilities:
- Perform accurate and timely data entry and process support for commercial insurance information to aid underwriting activities.
- Assist the underwriting team with billing, rating, and operational tasks for new business, renewals, and policy maintenance.
- Review and verify policy documents, applications, and endorsements for completeness, accuracy, and consistency.
- Communicate effectively with underwriters, brokers, clients, and internal teams to resolve data discrepancies and ensure workflow efficiency.
- Maintain confidentiality and safeguard sensitive client and policy data.
- Generate reports and support audits and compliance efforts as needed.
- Perform general administrative duties to assist the insurance operations team.
- Proficient in Microsoft Office Suite (Word, Excel, Adobe, and Outlook).
- Strong attention to detail and accuracy in data management.
- Excellent organizational and time management abilities.
- Effective communication and interpersonal skills.
- Ability to adapt to changing priorities and manage multiple assignments.
- Capable of working both independently and collaboratively within a team setting.
Education:
Bachelor†s or Associate degree preferred, or equivalent industry experience in lieu of a degree.
High school diploma or equivalent required.
Education: Bachelors Degree
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