Summary / Objective
The Commercial Account Representative will work directly with agency clients ensuring they receive excellent service, comprehensive insurance offerings and through reviews of existing policies.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Work with sales team to review best coverages for accounts
- Make and Receive calls to agency insureds regarding policy questions, renewals, and new business
- Quickly learn the agency management system and standardized system of filing
- Input data into management system in an accurate and timely manner
- Shop new and renewal business accounts through insurance market
- Collaborate with sales team to secure renewal business
- Independent servicing of assigned book of business, endorsements, policy changes and record keeping
- Remotely send accounts for signature and binding
- Assist the Senior Commercial account manager with excess workflow
Competencies
- Understanding of Commercial Insurance Rating Factors
- Understanding of Carrier Guidelines and Appetites
- Communication proficiency in person and by phone with team members and insureds
- Proficiency forming emails to clients and responding to team member requests
- Ethical Conduct
- Flexibility
- Initiative
- Time Management
Supervisory Responsibility
This position has supervision responsibility of a virtual assistant
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Position Type / Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday, 9 a.m. to 5 p.m. Some overtime may be required.
Some weekend event participation may be required.
Travel
Minimal to zero travel required. Travel to local events may be required.
Required Education and Experience
Highschool Graduation or GED
440 Insurance License
2 Years experience commercial underwriting
Preferred Education and Experience
4 Year college degree
220 Insurance License
4 Years industry experience in commercial underwriting
Additional Eligibility Qualifications
Commercial Department Experience at an independent agency.
Proficiency with Microsoft Outlook, Word, Excel and AMS360
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