Account Representative - CL

Job ID
# of Openings
Commercial Lines Service
Office Location
8950 Fontana Del Sol Way
Location : Location


Company Summary

Joining AssuredPartners offers you the opportunity to excel at one of the fastest growing independent companies in the industry. You will experience collaboration with a team that places value in our collective vision and culture of community, respect, and trust. While being encouraged to promote innovative ideas, you will be provided the support to make those ideas a reality. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees to learn and mentor with top leadership for continued professional and personal development. Additionally, you can count on excellent benefits, a comprehensive PTO plan & floating holidays, uncapped career growth, and the best people in the industry.  You can learn more about our career paths and support for DEI initiatives here:


Job 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 various personnel at their office to design proper insurance and risk management services for clients.


The Ideal Candidate

  • You enjoy problem solving with great, customer-service minded solutions
  • Teamwork is part of your DNA and you are looking for a great opportunity to be a part of a team, learn from senior team members, and have a great career path
  • You have great communication skills (verbal & written) and are analytical in your work


If this sounds like you, we invite you to keep reading and apply!


Essential Duties and Responsibilities

Please note that the duties below can vary based on the workflow of your local office.


  • Develops complete client information and applications for new and renewal business under the direction of the Producer, Senior Account Executive, or Account Executive.
  • Processes change requests/endorsements, binders, certificates of insurance, account summaries, proposals, policies, lost policy releases, audit, and account balance status when requested.
  • Maintains files with proper records according to company procedures.  Maintains good internal file audits 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. 
  • 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.
  • Reviews all premium audits according to Agency procedures recognizing that the Agency must process in a timely manner.   
  • Other duties as assigned.
  • Travel is expected to be negligible in this role.



  • Advanced degree from college or technical school; or 2-5 years of related experience and/or training; or equivalent combination of education and experience
  • Property and Casualty License
  • Tech savvy; ability to navigate multiple systems including Agency Management software
  • Intermediate skills in Microsoft Office products


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