AssuredPartners

Account Representative - PL

Job ID
2021-8171
# of Openings
1
Category
Personal Lines Service
Office Location
1014 Gateway Blvd
Location : Location
US-FL-Boynton Beach

Overview

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.  AssuredPartners has approximately 7,000 team members and offices in 40 states.  As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees.

 

Summary:

Boynton Beach location seeking an Account Representative for personal lines.  The Account Representative is responsible for assisting in the retention of renewing accounts, keeping with agency goals and soliciting new accounts. Provides field service to designated accounts in support of agent(s) activities and maintains high service standards.

Will provide verbal and written translation support for the Agency (French-Canadian); position is full time, office hours Monday-Friday, 8 am-5 pm

 

Position may be remote with 220 or 2044 license; must be able to train on-site for 90 days

Responsibilities

Essential Duties and Responsibilities:

  • 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.
  • Develops complete client information and applications for new and renewal business. Markets to insurance carriers and prepares proposals. Compares coverage forms with review by Account Executive if needed.
  • 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.
  • Manages the accounts receivable on the book of business to assure timely collection of premiums. Reconciles accounting discrepancies. Follow up on aged trial balances. Involve Producer when necessary.
  • Determines reasons for requests for cancellation and acts to retain the account. If unable, secures Lost Policy Releases and follows through to policy cancellation.
  • Refers current and prospective clients to other Agency departments for solicitation of other lines of business.

Qualifications

Minimum Qualifications, Education and/or Experience:                              

High school diploma or GED. One to three years relevant experience and/or training with basic understanding of underwriting and insurance coverages is preferred.
• Knowledge of insurance markets
• Preference will be given to applicants who speak French-Canadian

 

Certificates, Licenses, Registrations:

440, 220, 2044

Position may be remote with 220 or 2044; must be able to train on-site for 90 days

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