Account Representative - CL

Job ID
# of Openings
Commercial Lines Service
Office Location
303 W 3rd St
Location : Location


AssuredPartners is the fastest-growing independent insurance agency in the U.S. Founded in 2011 as a national partnership of leading independent property and casualty and employee benefits brokerage firms, AssuredPartners is now one of the largest brokers in the nation after acquiring over 325 agencies. AssuredPartners has approximately 7,000 team members and offices in 40 states and two countries reaching 1.5 billion dollars in revenue. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees.



The Account Representative provides customer service by handling the day to day operations of clients' insurance needs.  The Account Representative 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:

  • 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.


    Manages day-to-day service for clients including change requests/endorsements, binders, certificates, account summaries, proposals, policies, lost policy releases, audit, and account balance status when requested.  Ensures 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. Ensures accuracy of account information for both new and renewal policies, endorsements, and audits for accuracy in rating, coverage, signatures, and enters these transactions to generate billing invoices in a timely manner.


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



Minimum Qualifications, Education and/or Experience:

  • To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.                                    
  • 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.
  • Full knowledge of insurance markets.

Certificates, Licenses, Registrations:

All applicable insurance licenses.


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