Account Representative - Personal Lines Insurance

JOB SUMMARY

Responsible for providing processing support to service team in supporting existing accounts. Serve as front line support when Account Managers are out of the office and provide prompt, accurate and courteous service to clients.

ESSENTIAL DUTIES AND RESPONSIBILITIES

•    Requests policy changes and corrections as needed, and processes the policy endorsements when received;
•    Prepares policies for delivery or mailing to clients;
•    Assists Account Manager with preparing submissions for market & Rating; 
•    Assists Account Manager with reporting and following up on claims;
•    Maintains agency client files according to agency procedure;
•    Assists Account Executive as needed with miscellaneous requests on client accounts including providing general administrative support to Account Executive and responding to all client inquiries in a timely manner;
•    Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the company operates;
•    Performs other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Associate's Degree Required or equivalent combination of education and experience 
One (1) or more years related work experience
Encouraged to complete Career Path requirements as communicated by Supervisor 
Valid Insurance License within 120 Days 
Must continue to meet Continuing Education requirements for license renewal

SKILLS

Excellent verbal and written communication skills 
Excellent organizational skills, strong attention to detail, and effective time management
Ability to work with a team and to foster teamwork
Ability to maintain a cordial and effective relationship with clients, colleagues, carriers and other business contacts
Proficient in Microsoft Office Products

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