The assistant manages the intake, tracking, and organization of underwriting materials, medical documentation, and financial records to support timely underwriting decisions. They also facilitate cross-functional workflows, process premium payments, and identify high-dollar claims for internal review.
The Account Manager is responsible for the day-to-day management, marketing, and renewal of a complex book of business focused on habitational risks. They partner with producers and service teams to ensure accurate policy execution, client service, and strong carrier relationships.
