Commercial Insurance Account Representative

Alkali Services Eugene , OR 97401

Posted 12 months ago

Overview

Job Title: Account Representative

  • CL

Department: Commercial Lines

Reports to: Account Executive

  • CL

FLSA Status: Non-Exempt

Job Code: CL13ARPN

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 works 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 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.

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

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.

Determines reasons for requests for cancellation and follows cancellation procedures accordingly.

Qualifications

Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

High school diploma or general education degree (GED); or one year related experience and/or training; or equivalent combination of education and experience. Commerical Insurance experience required.

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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VIEW JOBS 2/11/2020 12:00:00 AM 2020-05-11T00:00 Overview Job Title: Account Representative - CL Department: Commercial Lines Reports to: Account Executive - CL FLSA Status: Non-Exempt Job Code: CL13ARPN 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 works 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 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. Qualifications Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience 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. 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. Alkali Services Eugene OR

Commercial Insurance Account Representative

Alkali Services