3 Personal Lines Account Representative Jobs in Westfield, OH
Westfield Insurance is Hiring a Personal Lines Account Representative Near Westfield, OH
Responsibilities
- Performs a variety of customer service activities for agents and clients such as handling a variety of incoming customer calls and emails including the following, answering inquiries from customers including coverage questions, policy changes, quotes, billing issues, and other issues, taking incoming claims calls and handling appropriately based on type of claim and handling certificate requests including related coverage updates, special language requests and underwriting issues.
- Conducts account reviews periodically and enhances and strengthens existing accounts as needed with additional coverage. Resolves disputes between customers, company, agencies and others while keeping appropriate parties informed of progress.
- Works closely with agencies on advising agencies of critical events and follows agency's instructions within guidelines or procedures, writing generally simple bonds for customers as well as handling renewals, cancellations and non-renewals with care, legally saving all accounts when possible.
- Documents work with appropriate activities in the management system.
- Serves as a resource to Company's insurance team, whenever possible, and cooperatively responds to underwriting requests for additional customer information.
- Utilizes company software and resources, agency management system, and software tools as needed to perform tasks and obtain necessary information (e.g. underwriting guidelines, forms, manuals).
- Shares knowledge of industry updates (carrier changes, market trends, products) and stays informed of state-specific guidelines and requirements (coverages, underwriting rules, procedures, laws).
- Works with Account Managers to understand the customer's requirements and are responsible for ensuring customers' requirements are defined and documented.
- Supports the creation of an implementation project plan to identify key milestones & deliverables regarding criticality, downstream impact if dates are missed and determine alternative/mitigating actions.
- Supports identifying potential risks within the project and activities across internal teams to ensure the program deliverables are on track and understood.
- 2 - 5 years of experience in Account Management, Business, Sales, Distribution Management, or a related field.
- High School Diploma or General Education Diploma (GED) and/or commensurate experience.
Equal Opportunity Employer Westfield celebrates diversity and is committed to inclusion. All qualified applicants receive consideration for employment without regard to race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, or status as a protected veteran.
Job Summary
Full Time
$42k-53k (estimate)
06/08/2024
07/04/2024
westfieldgroup.com
Westfield Center, OH
<25
Related Companies
The job skills required for Personal Lines Account Representative include Customer Service, Billing, Planning, etc. Having related job skills and expertise will give you an advantage when applying to be a Personal Lines 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 Personal Lines Account Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Personal Lines Account Representative positions, which can be used as a reference in future career path planning. As a Personal Lines Account Representative, it can be promoted into senior positions as a New Accounts Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Lines Account Representative. You can explore the career advancement for a Personal Lines Account Representative below and select your interested title to get hiring information.
Similar Jobs
Popular Articles
