Commercial Lines Account Representative; Select

General Description: Assist Account Managers in completing client tasks, meeting retention goals, and supporting growth for Select Commercial Lines clients up to $15,000 in revenue. Develop client service skills and technical insurance product knowledge through available educational and agency resources.

Responsibilities:

• Review and process client policies, endorsements, audits, cancellations, and reinstatements to ensure accuracy.
• Generate auto id’s cards upon request.
• Maintain accurate information in agency management systems.
• Request information from insurance carriers such as loss runs and endorsement changes.
• Process renewal certificates and insurance holder updates.
• Assist with online carrier rating and endorsement process.
• Assist in preparation of summary of insurance documents and finance agreements, as needed. 
• Support Account Manager in preparing documents for client renewals.
• Invoice policies, including complex invoicing as assigned.
• Responsible for carrier service center book of business and escalations to Account Manager.
• Maintain regional mailbox and direct emails to appropriate resource.
• Active engagement and participation in training with emphasis on gaining knowledge necessary to perform Account Manager role.

Knowledge, Skills, and Abilities:

• Entry-level position
• Ideally will have some Commercial Lines / Insurance experience.
• High School Diploma, Associate’s Degree preferred.
• Must be willing to earn Property & Casualty insurance license within agreed upon timeframe.
• Able to work in a fast-paced team environment, be detailed, and prioritize work.
• Strong written, verbal, and interpersonal communication skills. 
• Strong customer service skills.
• Working knowledge of internet-based programs and Microsoft Office products. 
• Resourceful, eager to learn new concepts, and continue professional development. 
• Open to feedback, coaching, and development.