Commercial Lines Account Representative
Job Posting for Commercial Lines Account Representative at USI Holdings Corporation
What you will do: Assist Sales Executive and Account Manager in service and retention of Commercial clients.
Your Day-to-Day:
- Provides internal assistance to 2-4 Commercial Lines Account Managers.
- Processes client policies, endorsements, audits, cancelations, and reinstatements.
- Review commercial lines insurance policies to ensure accuracy.
- Maintains accurate information in agency management systems.
- Requests information from insurance carriers such as loss runs and endorsement changes.
- Processes renewal certificates and insurance holder updates.
- Assists in preparation of summary of insurance documents and finance agreements, as needed.
- Assists Account Manager in preparing documents for client renewals.
- Assists in invoicing clients, including complex client invoicing.
- Assists Account Management team in delivering client service and meeting client retention goals.
Your Background:
- Entry-level position; college degree preferred
- Must be willing to earn Property & Casualty insurance license
- Detail-oriented and prioritizes accuracy
- Comfortable with internet-based programs and Microsoft Office products
- Ability to work in a team environment
- Resourceful, eager to learn new concepts and further professional development
- Open to feedback and coaching
Job Type: Full-time
Pay: $50,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- AD&D insurance
- Dental insurance
- Disability insurance
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Vision insurance
- Work from home
Schedule:
- Monday to Friday
Supplemental Pay:
- Bonus pay
Work Location: One location
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Salary.com Estimation for Commercial Lines Account Representative in Blue Bell, PA
$85,020 to $122,014
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