Select Commercial Lines Account Rep

Requirements

Assist Account Managers in completing client tasks, meeting retention goals, and supporting growth for Select Commercial Lines clients up to $15,000 in revenue. Develop client service skills and technical insurance product knowledge through available educational and agency resources.

Responsibilities

• Review and process client policies, endorsements, audits, cancellations, and reinstatements to ensure accuracy.
• Generate auto id’s cards upon request.
• Maintain accurate information in agency management systems.
• Request information from insurance carriers such as loss runs and endorsement changes.
• Process renewal certificates and insurance holder updates.
• Absorb and process online carrier rating and endorsement process.
• Aid in preparation of summary of insurance documents and finance agreements, as needed.
• Support Account Manager in preparing documents for client renewals.
• Invoice policies, including complex invoicing as assigned.
• Responsible for carrier service center book of business and escalations to Account Manager.
• Maintain regional mailbox and direct emails to appropriate resources.
• Engage actively and participate in training with emphasis on gaining knowledge necessary to perform Account Manager role.

Qualifications

• Entry-level position, minimum 1+ years Commercial Lines experience.
• Associate degree preferred.
• Must hold Property & Casualty Insurance License.
• Able to work in a fast-paced team environment, be detailed, and ability to prioritize work.
• Strong written, verbal, and interpersonal communication skills.
• Strong customer service skills.
• Working knowledge of internet-based programs and Microsoft Office products.
• Resourceful, eager to learn new concepts, and continue professional development.

Skills

• Knowledge, Skills, And Abilities

Benefits

• $55,000 - $65,000
• 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 as well as paid holiday time.
• Nationally recognized as a Top Insurance Employer.
• Committed to a Diverse and Inclusive Workplace.

Pay

• $55,000 - $65,000

Schedule

• Not specified