Commercial Insurance Account Representative

About the role

We are seeking an experienced Commercial Insurance Account Representative to join our team. This role is responsible for managing a portfolio of commercial insurance accounts, serving as a primary point of contact for clients, carriers, and vendors, and ensuring timely and accurate handling of account servicing, renewals, and policy transactions.

Responsibilities

• Serve as the main point of contact for a portfolio of commercial insurance clients, carriers, and vendors.
• Manage commercial insurance accounts, including BOP, General Liability (GL), Commercial Auto, Workers' Compensation (WC), and Umbrella policies.
• Work closely with clients to understand their insurance needs and provide appropriate guidance.
• Respond to client, carrier, sales team, and supervisor requests in a timely and professional manner.
• Research and provide accurate information regarding policies, coverage, and client questions.
• Maintain knowledge of carrier products, underwriting guidelines, and applicable regulatory changes.
• Analyze and compare current exposures during the renewal process.
• Prepare and submit new and renewal accounts for marketing and placement.
• Review and summarize insurance quotes for accuracy and competitiveness.
• Process and review policies, endorsements, endorsement requests, and audits for accuracy.
• Maintain accurate renewal dates, coverage information, schedules, summaries, and account documentation.
• Build and maintain strong relationships with clients, carriers, vendors, and internal teams.
• Identify opportunities to improve account servicing processes and efficiencies.

Qualifications

• Experience working as a Commercial Lines CSR or Account Manager.
• Strong knowledge of commercial insurance products and account servicing.
• Excellent verbal and written communication skills.
• Strong organizational and time-management skills.
• Ability to work independently and manage multiple accounts and priorities.
• Strong attention to detail and accuracy.
• Basic math skills and ability to learn new technology and systems.
• Strong listening, problem-solving, and relationship-building skills.
• Ability to handle confidential information with professionalism and integrity.