Commercial Account Renewal Representative

jobbot
Clearwater, FL Full Time
POSTED ON 5/22/2024
This job offer is not available in your country.

A bit about us :

Our client is a local Florida family owned and operated company that simplifies your insurance experience by providing comprehensive coverages at a competitive price.

Why join us?

The Commercial Account Renewal Representative will work directly with agency clients to provide excellent service, comprehensive insurance offerings and thorough reviews of existing policies.

Job Details

Qualifications

  • Knowledge of all lines of business including General Liability, Workers Compensation, Commercial Auto, Commercial Property, etc.
  • Accurately file and maintain client data and activities in the agency management system.
  • Collect all information needed for quotes.
  • Shop new and renewal business accounts through insurance market within agency timelines and deadlines.
  • Use our Superior variety of Carriers to multi-line up-sell current book of business.
  • Market accounts to insurance carriers and / or provide required information to Commercial Sales Agents.
  • Finalize and confirm all needed items and documents prior to reaching out to insured.
  • Make and receive calls to agency insureds in a professional and courteous manner.
  • Independent servicing of assigned book of business.
  • Other duties as assigned.

Required Education and Experience

4-40 Insurance license / Customer Service 1 Year in a Commercial Account role

2 Years in a professional office environment

Proficiency with Microsoft Outlook, Word, and Excel

2 days ago

Salary.com Estimation for Commercial Account Renewal Representative in Clearwater, FL

$54,792 - $72,417

For Employer

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