• Account Representative - PL

    Job ID
    # of Openings
    Personal Lines Service
  • Overview

    Job Title: Account Representative - PL

    Department: Personal Lines

    Reports to: Agency President

    FLSA Status: Non-exempt

    Job Code: PL13ARPN

    Summary The Account Representative is responsible for handling the day to day operations of our Personal Lines clients' insurance needs. This is not a direct sales position, but opportunities are available for cross-selling of existing clients and helping new clients obtain coverage.  


    Essential Duties and Responsibilities include the following. Other duties may be assigned.


    Responds to client requests for policy changes, billing inquiries and verification of coverage. Ensures that these items are given to client in a timely manner. Initiates appropriate correspondence with carriers and clients.


    Maintains follow-up and suspense files on outstanding orders, correspondence, claims, and renewal expirations. Completes overdue and suspense items.


    Secures documentation needed to be retained by the agency including signed applications, replacement cost estimates, rejection of coverage and confirmation of orders.


    Prepares Renewal Questionnaire for clients including follow up on responses received.


    Follows company procedures with respect to all essential duties and responsibilities of the job.


    Determines reasons for requests for cancellation and acts to retain the account. If unable, secures Lost Policy Releases and follows through to policy cancellation.




    Education and/or Experience                                                  

    Prior insurance experience not necessary. 


    Language Skills                                               

    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.


    Mathematical Skills                                                    

    Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.


    Reasoning Ability                                            

    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.


    Computer Skills                                              

    To perform this job successfully, an individual should have knowledge of Agency management system; Database software; Spreadsheet software and Word Processing software.


    Certificates, Licenses, Registrations

    All applicable insurance licenses.


    Other Skills and Abilities                                            

    Full knowledge of insurance markets.


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