CL Sr Account Rep

Requirements

Provides internal assistance to 2-4 Commercial Lines Account Managers.

Processes client policies, endorsements, audits, cancelations, and reinstatements.

Audits insurance policies documents and works with Account Manager to correct inaccuracies.

Produces schedules and summaries of insurance.

Issues renewal and new certificates of insurance.

Maintains accurate information in agency management systems.

Completes accounting-related transactions including complex and multi-client invoicing.

Gathers renewal information and assembles applications and schedules for Account Management team.

Affords assistance to Account Management team in delivering client service and meeting client retention goals.

Gains exposure to Account Management job activities.

Qualifications

1-2 years' experience in a Commercial Lines agency.

College degree preferred.

Early intermediate understanding of Property & Casualty insurance.

Must hold or be willing to earn Property & Casualty insurance license.

Comfortable with internet-based programs and Microsoft Office products.

Knowledge of Sagitta / ImageRight preferred but not required.

Skills and Abilities

Knowledgeable about Property & Casualty insurance.

Proficient in internet-based programs and Microsoft Office products.

Skilled in Sagitta / ImageRight.

Team-oriented and eager to learn new concepts and further professional development.

Open to feedback and coaching.

Benefits

Comprehensive health, welfare, and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance, and other unique employer-sponsored and voluntary programs.

Generous paid time off policy, paid family leave benefit, and paid holiday time.

Nationally recognized as a Top Insurance Employer.

Committed to a diverse and inclusive workplace.