Account Representative - Commercial Lines

This position requires at least two years of related insurance brokerage/agency experience as an account rep/manager and at least an Associate's degree.

The Account Representative assists the Account Executive and other department personnel by processing work associated with insurance accounts, such as issuing certificates of insurance, rating, data entry, renewal preparation and other tasks by performing the following duties.

Essential Duties

• Managing a book of business with oversight
• Creating renewal proposals
• Processing renewals (assistant will enter data first)
• Suggest increased coverages to clients
• Request endorsement changes and reviews them for accuracy
• Claim reporting and follow up as needed
• Small Commercial New Business Marketing
• Carrier Meetings, Conferences, Trade Shows - on and off site
• Back up to Office & CSR Assistant as needed
• Enters accurate client information into AMS360 system applications
• Processes change requests, follows up with carriers as needed and generates accurate invoices.
• Creates general correspondence to carriers and clients.
• Sets up Notice of Cancellations and Reinstatements and processes final cancellations.
• Processes final audits and sends to insured. Updates Lost Business spreadsheet.
• Issues certificates of insurance and evidences of property.
• Prepares policies, renewals and other documents for delivery to insured.
• Rates lines of coverage as needed.
• Participates in required continuing professional development.
• Updates driver/equipment/vehicle schedules and makes MVR requests if required.
• Works with Underwriters for quotes for Insured’s when additional coverage is needed.

Certificates, Licenses, Registrations

All applicable insurance licenses.

Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Job Type: Full-time

Required education:

• Associate

Required experience:

• Insurance: 2 years

Required license or certification:

• Broker