Commercial Lines Account Representative

Job ID
# of Openings
Commercial Lines
US-NY-White Plains


Job Title: Commercial Lines Account Representative

Department: Commercial Lines

Reports To: Vice President

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

Include the following. Other duties may be assigned.


Enters accurate client information into AMS360 system applications.


Processes change requests, follows up with carriers as needed, reviews endorsements for accuracy, and generates accurate invoices. Creates general correspondence to carriers and clients. Sets up Notice of Cancellations and Reinstatements. 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.


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                                               

One to three years of insurance experience required.  Associates or Bachelor's Degree preferred.  Basic understanding of underwriting and insurance coverages.


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 regularly required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.


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