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Account Representative

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Responsibilities:

  • Participate in basic client services such as issuing Certificates of Insurance, Evidence of Property Coverage and Auto ID Cards.

  • Order various endorsements from carriers, confirm changes to client, follow-up for receipt of endorsements, verify their accuracy and deliver to client with appropriate correspondence.

  • Process various documents such as policy audits, cancellations and reinstatements.

  • Order various reports, loss runs, MVR’s and follow-up for their receipt.

  • Assist with spreadsheets and premium allocations, when requested.

  • Prepare premium finance agreements and manage the process.

  • Prepare summaries of insurance, when requested.

  • Assist in invoicing documents including installment plans and multi-client invoicing.

  • Assist in resolution of commission differences.

  • Handle or refer underwriters’ questions, when requested.

  • Maintain client files accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures and best practices.  Maintain a high degree of accuracy in agency management and document management systems.  Adhere to ImageRight workflows.

  • Other projects, as needed by Account Executive or Commercial Lines Manager

 

Knowledge, Skills and Abilities:

  • Minimum of 2-3 years of experience in an insurance agency environment.  High School Graduate.

  • Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon timeframe.

  • Must have an understanding of the insurance product and the ability to handle and prioritize multiple tasks in an organized manner.

  • Good interpersonal skills and ability to work in a team environment.

  • Must have great customer service skills and attention to detail with high quality standard. Must be comfortable with internet based programs as well as knowledge of Microsoft office products.

  • Eager to learn new concepts and further professional development.  Expected to further industry experience through courses with intent to pursue an industry designation.

  • Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.

  • Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts.  Ability to work in a team environment.

  • Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.

Job ID:

17541

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