Remote Commercial Lines Account Representative

Company: AssuredPartners Design Professionals - Washington
Location: Santa Ana
Posted on: May 10, 2022

Job Description:

Leading Insurance Company, AssuredPartners - Poulsbo, is seeking an Account Representative to add to their Commercial Lines team!
Salary: Competitive salary based on experience and full benefits (health, dental, vision, 401K, PTO, and more)Locations: Fully remote position - looking for candidates in PST, MT, CST time zones only.Work Hours: Between 8:00am-5:00pm, PST
AssuredPartners - Poulsbo has Excellent Benefits, including:

• 401K + match
• Medical
• Dental
• Vision
• Company-Paid Life and Disability Insurance
• PTO and Paid Holidays
• Voluntary Time Off
  Commercial Lines Account Representative Role Summary:The Account Representative is responsible for providing sales support at the direction of the Account Executive. The Account Representative provides customer service by handling the day-to-day operations of clients' insurance needs. The Account Representative will work with various personnel to design proper insurance and risk management services for clients.
  Commercial Lines Account Representative Requirements:
  • 5+ years commercial lines insurance experience
  • Advanced degree from college or technical school preferred, or related experience and/or training
  • P&C license required
  • Tech savvy; ability to navigate multiple systems including Agency Management software
  • Intermediate skills in Microsoft Office products
  • Strong interest in building an insurance service professional career
    
    Commercial Lines Account Representative Responsibilities Include:
    • Develops complete client information and applications for new and renewal business under the direction of the Producer, Senior Account Executive, or Account Executive.
    • Processes change requests/endorsements, binders, certificates of insurance, account summaries, proposals, policies, lost policy releases, audit, and account balance status when requested.
    • Maintains files with proper records according to company procedures. Maintains good internal file audit results.
    • Assists in the development of strong business relationships with appropriate insurance carrier personnel. Recognizes and satisfies carrier goals and objectives in order to enhance business relationships.
    • Ensures accuracy of account information for both new and renewal policies, endorsements, and audits for accuracy in rating, coverage, signatures, and enters these transactions to generate billing invoices in a timely manner.
    • Reviews all premium audits according to Agency procedures recognizing that the Agency must process in a timely manner.
    • Other duties as assigned.
      About AssuredPartners:AssuredPartners is the fastest-growing independent insurance agency in the U.S. Founded in 2011 as a national partnership of leading independent property and casualty and employee benefits brokerage firms, AssuredPartners is now one of the largest brokers in the nation after acquiring over 325 agencies. AssuredPartners has approximately 7,000 team members and offices in 40 states and two countries reaching 1.5 billion dollars in revenue. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees.#a

Keywords: AssuredPartners Design Professionals - Washington, Santa Ana , Remote Commercial Lines Account Representative, Other , Santa Ana, California