What are the responsibilities and job description for the Commercial Lines Assistant Account Representative position at allianthcm?
SUMMARY
Responsible for providing customer service and support to assist Producers and service team in supporting existing accounts.
ESSENTIAL DUTIES AND RESPONSIBILITIES
• Executes a variety of bonds and analyzes bonds to ensure proper execution;
• Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including assisting in collections on past due accounts;
• Gathers information for applications for specific bond types;
• Submits new submissions to underwriters for approval;
• Researches requests for information from underwriters;
• Invoices all transactions, to include Over/Under runs, new bonds, endorsements, renewals, etc.;
• Composes correspondence to insured and/or underwriters;
• Creates letters, and other forms of correspondence;
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
• Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
High school diploma or equivalent combination of education and experience
1-2 years related work experience;
Valid insurance license a plus
Encouraged to complete Career Path requirements as communicated by supervisor
SKILLS
Extremely efficient organization and prioritization skills
Ability to manage high levels of workload while adhering to company guidelines
Great problem solving and time management skills
Ability to multi-task and work in a fast paced environment
Excellent customer service skills, including telephone and listening skills
Ability to work within a team and to foster teamwork
Strong work ethic
Proficient in Microsoft Office Suite
Intermediate typing skills (30-35 wpm)
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