Commercial Lines Account Representative
W3Global · Brewster, NY · Yesterday
MarketingFull-time
Key Responsibilities
- Manage day-to-day servicing of commercial clients
- Develop and maintain strong relationships with commercial clients
- Handle policy changes, certificates of insurance, endorsements, audits, renewals, cancellations, and other account servicing needs
- Review policies and coverage information for accuracy and completeness
- Aid with renewal preparation, including obtaining updated applications, loss runs, exposure information, and other underwriting documentation
- Communicate with insurance carriers and wholesalers regarding policy servicing and underwriting needs
- Identify potential coverage gaps and opportunities to better protect clients
- Assist producers with new business submissions and proposals as needed
- Follow up on outstanding information and ensure client requests are handled promptly
- Maintain accurate and complete account documentation within the agency management system
- Provide exceptional customer service while managing multiple priorities and deadlines
- Collaborate with producers, account representatives, and agency leadership
Qualifications
- 3+ years of commercial insurance experience preferred
- New York Property & Casualty insurance license required
- Strong understanding of commercial insurance products, including Business Owners Policies, Commercial Package Policies, General Liability, Commercial Auto, Workers' Compensation, and Umbrella/Excess
- Excellent written and verbal communication skills
- Strong organizational and time-management abilities
- High attention to detail
- Comfortable communicating professionally with clients, carriers, and coworkers
- Proficiency with Microsoft Office and agency management systems (Experience with Epic system preferred)
- A positive, team-oriented attitude and commitment to providing excellent client service
What We Offer
- Competitive salary based on experience
- Medical benefits
- 401(k) with company contribution
- Paid time off and paid holidays
- Paid time off
- Vision insurance
Work Location
In person