Account Representative

Essential Duties And Responsibilities

• Packages and markets applications to various carriers to obtain quotes
• May negotiate prices, commissions, and/or coverages with carriers
• Reviews policies, identifies deficiencies and determines appropriate level of coverage
• Manages renewal process for expiring policies
• Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including assisting in collections on past due accounts
• Binds insurance coverage and prepares insurance binders
• Affords assistance in preparing presentations and/or proposals for clients
• Gathers information for applications
• Researches requests for information from underwriters
• Composes correspondence to insured and/or underwriters
• Inputs applications and creates letters, and other forms of correspondence
• Prepares draft certificate templates for review and approval
• Analyzes certificate requests and ensures clients needs are met
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)

Qualifications

• Associates degree or equivalent combination of education and experience
• 2 - 4 years related work experience
• Valid insurance license and completion of one insurance class required
• Maintains Continuing Education requirements for license renewal
• Encouraged to complete Career Path requirements as communicated by supervisor

Skills

• Excellent verbal and written communication skills
• Excellent customer service skills, including telephone and listening skills
• Good problem solving and time management skills
• Intermediate typing skills (30-35 wpm)
• Ability to work within a team and to foster teamwork
• Proficient in Microsoft Office Suite

Benefits

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package.