• Account Representative - CL

    Job ID
    # of Openings
    Commercial Lines Service
  • Overview

    Job Title: Account Representative - CL

    Department: Commercial Lines

    Reports to: Account Executive - CL

    FLSA Status: Non-Exempt

    Job Code: CL13ARPN



    Hall & Company, a commercial insurance agency located in Poulsbo that specializes in Professional Liability Insurance for Design Professionals, is seeking an energetic, detail-oriented, Account Manager to join our team. At Hall & Company we believe in “hard work” and “teamwork”. Hard work means we want to be "of service" to our clients and are willing to focus our attention to meeting their needs.


    Hall & Company’s Account Managers provide a supporting role for the Production Team by providing customer service to the insureds that have policies issued by Hall & Company. The Account Manager is responsible for helping to solidify client relationships. This is achieved by effectively providing accurate information during the quoting process, assisting with invoice processing and policy issuance, as well as identifying and providing assistance with cross sell opportunities of additional products to clients.


    Communication is key as questions arise on how things can be best accomplished when working to serve our clients most effectively. Decisiveness, excellent verbal and reasoning problem solving skills, and a high capacity for processing information will assist the Account Manager in excelling in our collaborative environment that encourages growth and opportunity.


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


    Develops complete client information and applications for new and renewal business under the direction of the Producer, Senior Account Executive, or Account Executive.   Identifies and requests renewal exposures. Guides clients through the renewal process, in conjunction with the Producer, Senior Account Executive, or Account Executive, and submits requests to carriers according to the renewal process timetable, follows up with carrier underwriters and completes the appropriate renewal per Agency procedures. Reviews experience modifiers.


    Processes change requests/endorsements, binders, certificates, account summaries, proposals, policies, lost policy releases, audit, and account balance status when requested. Ensures that these items are given to client in a timely manner. Initiates appropriate correspondence with carriers and clients. Responds to requests from clients and insurance companies.


    Maintains files with proper records according to company procedures. Maintains good internal file audit results.


    Assists in the development of strong business relationships with appropriate insurance carrier personnel. Recognizes and satisfies carrier goals and objectives in order to enhance business relationships.




    The candidate selected for this position must have demonstrated organizational skills and be detail oriented. Excellent written and oral communication skills are necessary, as well as familiarity with MS Office applications. This position requires the ability to work independently as well as in a team environment.


    The ideal candidate for the Account Manager position will be responsible for effectively co-managing and developing a solid book of insurance business from our niche market. This is to include effective implementation of defined objectives and the execution of business development strategies of the company.


    Education and/or Experience                                                   


    • B.A. in Finance, Business, Economics, or related field;

    • 2 years of commercial lines insurance experience;

    • Technically savvy using MS Office, Word, Excel;

    • Quickly learn our in-house CRM and AMS software;

    • Detail-oriented with excellent organization skills;

    • Excellent communication and collaboration skills;

    • Strong customer service and customer retention skills;

    • An insurance license for Property/Casualty in good standing is preferred


    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 and Microsoft suite of products including Outlook.


    Certificates, Licenses, Registrations

    All applicable insurance licenses.


    Other Skills and Abilities                                            

    Full knowledge of insurance markets.


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