Commercial Insurance Account Representative

Summary/Objective

The Commercial Account Representative will work directly with agency clients ensuring they receive excellent service, comprehensive insurance offerings and thorough reviews of existing policies.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

·        Work with sales team to review best coverages for accounts

·        Make and Receive calls to agency insureds regarding policy questions, renewals, and new business

·        Quickly learn the agency management system and standardized system of filing

·        Input data into management system in an accurate and timely manner

·        Shop new and renewal business accounts through insurance market

·        Collaborate with sales team to secure renewal business

·        Independent servicing of assigned book of business, endorsements, policy changes and record keeping

·        Remotely send accounts for signature and binding

·        Assist the Senior Commercial account manager with excess workflow

Competencies

·        Understanding of Commercial Insurance Rating Factors

·        Understanding of Carrier Guidelines and Appetites

·        Communication proficiency in person and by phone with team members and insureds

·        Proficiency forming emails to clients and responding to team member requests

·        Ethical Conduct

·        Flexibility

·        Initiative

·        Time Management 

Required Education and Experience

Highschool Graduation or GED

440 Insurance License

2 Years experience commercial underwriting

Preferred Education and Experience

4 Year college degree

220 Insurance License

4 Years industry experience in commercial underwriting