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Account Rep Commercial 1

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Under guidance, provides day-to-day administrative and technical support to an assigned group of commercial property and casualty prospects/customers. Duties include:  responding to prospect/customer inquiries and requests for information; processing applications and renewals; routine invoicing and tracking receivables, checking documents for accuracy; inputting data; maintaining files; assembling documents and preparing materials for meetings with customers and prospects.  May assist with resolving accounting discrepancies and marketing efforts.


Required Qualifications:

  • 1+ year of customer service experience 


    Desired 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. 

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