CL Sr Account Representative

General Description:

Responsibilities:

• Provides internal assistance to 2-4 Commercial Lines Account Managers.
• Processes client policies, endorsements, audits, cancelations, and reinstatements.
• Audits insurance policies documents and works with to Account Manager to correct inaccuracies.
• Produces schedules and summaries of insurance.
• Issues renewal and new certificates of insurance.
• Maintains accurate information in agency management systems.
• Completes accounting-related transactions including complex and multi-client invoicing.
• Gathers renewal information and assembles applications and schedules for Account Management team.
• Assists Account Management team in delivering client service and meeting client retention goals.
• Gains exposure to Account Management job activities.

Knowledge, Skills and Abilities:

• 1-2 years experience in a Commercial Lines agency. College degree preferred.
• Early intermediate understanding of Property & Casualty insurance.
• Must hold or be willing to earn Property & Casualty insurance license.
• Comfortable with internet-based programs and Microsoft Office products.
• Knowledge of Sagitta / ImageRight preferred, but not required.
• Able to work in a team environment.
• Resourceful, eager to learn new concepts and further professional development
• Open to feedback and coaching