Job Title: Account Representative - CL
Department: Commercial Lines
Reports To: Account Executive - CL
FLSA Status: Non-Exempt
Job Code: CL13CACRN
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 works will work with the Producer, Senior Account Executive, and Account Executive to design proper insurance and risk management services for clients.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Education and/or Experience
High school diploma or general education degree (GED); or one year related experience and/or training; or equivalent combination of education and experience. Post-secondary degree preferred.
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
To perform this job successfully, an individual should have knowledge of agency management system and Microsoft suite of products including Outlook.
Certificates, Licenses, Registrations
All applicable insurance licenses.