Commercial Lines Account Representative

Job ID
# of Openings
Commercial Lines


Job Title: Commercial Lines Account Representative

Department: Commercial Lines

Reports To: Marketing & Office Manager

FLSA Status: Non-Exempt


Summary: The Account Representative assists the Account Executive and other department personnel by processing work associated with insurance accounts, such as issuing certificates of insurance, rating, data entry, renewal preparation and other tasks by performing the following duties.


Essential Duties

Managing a book of business with oversight by manager, shadow training ongoing

Creating renewal proposals

Processing renewals (assistant will enter data first)

Suggest increased coverages to clients

Request endorsement changes and reviews them for accuracy

Claim reporting and follow up as needed

Small Commercial New Business Marketing

Carrier Meetings, Conferences, Trade Shows - on and off site

Back up to Office & CSR Assistant as needed

Enters accurate client information into AMS360 system applications


Processes change requests, follows up with carriers as needed and generates accurate invoices.

Creates general correspondence to carriers and clients.

Sets up Notice of Cancellations and Reinstatements and processes final cancellations.

Processes final audits and sends to insured. Updates Lost Business spreadsheet.


Issues certificates of insurance and evidences of property.


Prepares policies, renewals and other documents for delivery to insured.


Rates lines of coverage as needed.  


Participates in required continuing professional development.


Updates driver/equipment/vehicle schedules and makes MVR requests if required.


Works with Underwriters for quotes for Insured’s when additional coverage is needed.


Supervisory Responsibilities                                    

There are no supervisory responsibilities for this position.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Education and/or Experience                                                

Two+ years of insurance experience required. Associates or Bachelor's Degree preferred. Basic understanding of underwriting and insurance coverages.


Certificates, Licenses, Registrations

All applicable insurance licenses.


Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


While performing the duties of this job, the employee is frequently required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand; walk and reach with hands and arms. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, depth perception and ability to adjust focus.


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