AssuredPartners

Account Representative - CL

Job ID
2021-8359
# of Openings
1
Category
Commercial Lines Service
Office Location
1120 S Capital of Texas Hwy
Location : Location
US-TX-Austin

Overview

Texas Associates Insurors has recently partnered with AssuredPartners, 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 and approximately 7,000 team members with 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.

 

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 will work with the Producer, Senior Account Executive, and Account Executive to design proper insurance and risk management services for clients.

Responsibilities

Essential Duties and Responsibilities:

  • Prepares renewal review items under direction from Producer, Senior Account Executive or Account Executive.  Updates renewal application and pulls necessary documents in preparation for marketing.
  • 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.

Qualifications

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); and two-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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