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Senior Account Representative - Commercial Lines

Location:

CA - Rancho Cordova

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General Description:  Assist Sales Executive and Account Manager in service and retention of Commercial clients and gain exposure to Account Management job activities.

Responsibilities:

  • Provides internal assistance to 2-4 Commercial Lines Account Managers.
  • Processes client policies, endorsements, audits, cancelations, and reinstatements.
  • Audits insurance policies documents and works with to Account Manager to correct inaccuracies.
  • Produces schedules and summaries of insurance.
  • Issues renewal and new certificates of insurance.
  • Maintains accurate information in agency management systems.
  • Completes accounting-related transactions including complex and multi-client invoicing.
  • Gathers renewal information and assembles applications and schedules for Account Management team.
  • Assists Account Management team in delivering client service and meeting client retention goals.
  • Gains exposure to Account Management job activities.

Knowledge, Skills and Abilities:

  • 1-2 years experience in a Commercial Lines agency. College degree preferred.
  • Early intermediate understanding of Property & Casualty insurance.
  • Must hold Property & Casualty insurance license.
  • Comfortable with internet-based programs and Microsoft Office products.
  • Knowledge of Sagitta / ImageRight preferred, but not required.
  • Able to work in a team environment.
  • Resourceful, eager to learn new concepts and further professional development
  • Open to feedback and coaching

Job ID:

22044

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