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.
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.
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.