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Account Rep Commercial Lines 2

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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; and assisting in development of presentations to customers and prospects.  May assist with developing and implementing claims handling instructions and loss control programs.

 

Required Qualifications:

  • 1+ year of insurance 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 

  • Experience issuing certificates of insurance, evidence of property

  • Sagitta experience preferred

     

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

*LI-RJ1

GLDR

Job ID:

17429

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