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Commercial Account Representative 2

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ACCOUNT REPRESENTATIVE COMMERCIAL 2

JOB DESCRIPTION

Coordinates customer service process for assigned commercial property & casualty customers, in close coordination with the Account Executive. 

Duties include: 

  • Responding to inquiries and requests for information

  • Invoicing

  • Preparing and/or reviewing and analyzing technical documents to assure accuracy and completeness

  • Inputting and maintaining accuracy and completeness of policy management systems and files

  • Assisting in the development and administration of customer service plans and risk financing plan recommendations, including outlining specifications to market coverage and pricing to carriers

  • Assisting in development of presentations to customers and prospects

  • May assist with developing and implementing claims handling instructions and loss control programs

MINIMUM QUALIFICATIONS

  • 1+ year of insurance experience 

PREFERRED QUALIFICATIONS

  • Basic Microsoft Office skills 

  • Strong attention to detail and accuracy skills 

  • Good verbal, written, and interpersonal communication skills 

  • Effective organizational, multi-tasking, and prioritizing skills 

  • Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important 

  • Ability to follow policies, procedures, and regulations 

  • Designated insurance license requirements must be completed within 180 days of hire date. Compliance with state law requirements is required

  • Insurance designation

  • 3 plus years experience in an independent insurance agency

Job ID:

17226

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