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Account Representative
allianthcm Los Angeles, CA
$75k-94k (estimate)
Full Time 3 Months Ago
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allianthcm is Hiring an Account Representative Near Los Angeles, CA

SUMMARYResponsible for providing customer service and support to assist Producers and service team in supporting existing accounts and soliciting new business. This position may include independent responsibility for the servicing and retention of assigned customers and/or policies.ESSENTIAL DUTIES AND RESPONSIBILITIES• Packages and markets applications to various carriers to obtain quotes;• May negotiate prices, commissions, and/or coverages with carriers;• Reviews policies, identifies deficiencies and determines appropriate level of coverage;• Manages renewal process for expiring policies;• Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including assisting in collections on past due accounts;• Binds insurance coverage and prepares insurance binders;• Assists with the preparation of presentations and/or proposals for clients;• Gathers information for applications;• Researches requests for information from underwriters;• Composes correspondence to insured and/or underwriters;• Inputs applications and creates letters, and other forms of correspondence;• Prepares draft certificate templates for review and approval;• Analyzes certificate requests and ensures clients needs are met;• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);• Other duties as assigned.QUALIFICATIONSEDUCATION / EXPERIENCEAssociates degree or equivalent combination of education and experienceTwo (2) or more years related work experience;Valid insurance license and completion of one insurance class requiredMust continue to meet Continuing Education requirements for license renewalEncouraged to complete Career Path requirements as communicated by supervisorSKILLSExcellent verbal and written communication skillsExcellent customer service skills, including telephone and listening skillsGood problem solving and time management skillsIntermediate typing skills (30-35 wpm)Ability to work within a team and to foster teamworkProficient in Microsoft Office Suite

Job Summary

JOB TYPE

Full Time

SALARY

$75k-94k (estimate)

POST DATE

04/13/2024

EXPIRATION DATE

06/27/2024

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The job skills required for Account Representative include Customer Service, Written Communication, Microsoft Office, Problem Solving, Time Management, Listening, etc. Having related job skills and expertise will give you an advantage when applying to be an Account Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Account Representative. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Account Representative positions, which can be used as a reference in future career path planning. As an Account Representative, it can be promoted into senior positions as an Account Services Representative, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Account Representative. You can explore the career advancement for an Account Representative below and select your interested title to get hiring information.

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If you are interested in becoming an Account Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Account Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Account Representative job description and responsibilities

Account representatives are often responsible for nearly all aspects of maintaining long-lasting client relationships.

12/11/2021: Alexandria, LA

Account representatives must also keep strict financial records of every sales transaction.

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Account representatives need to have good communication skills to make successful sales.

01/18/2022: Honolulu, HI

Account representatives must build relationships with clients to maintain their account and continue to sell renewals or additional products or services.

12/08/2021: Saginaw, MI

Account representative built strong rapport & trust with key stakeholders of wholesale businesses, grocers, chain retailers, fine dining establishments, juice bars, and processors.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Account Representative jobs

Account representatives take calls, field questions, and ensure any and all concerns a client might have are addressed by the sales and creative teams.

12/23/2021: Virginia Beach, VA

A typical Account Representative earns the following wages (national and state).

01/02/2022: Des Moines, IA

Reviews from Evantage employees about working as an Account Representative at Evantage.

01/03/2022: Alexandria, LA

Build an optimized Account Representative resume quickly and easily using these skills.

02/16/2022: Kennewick, WA

Don’t worry -- plenty of students have landed strong account representative roles without extensive work experience.

02/22/2022: Racine, WI

Step 3: View the best colleges and universities for Account Representative.

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