Account Representative P&C
Account Representative 2 - Commercial
Coordinates customer service process for assigned commercial property & casualty customers, in close coordination with the Account Executive. Duties include: responding to inquires and requests for information; invoicing; preparing and/or reviewing and analyzing technical documents to assure accuracy and completeness; inputting and maintaining accuracy and completeness of policy management systems and files; assisting in the development and administration of customer service plans and risk financing plan recommendations, including outlining specifications to market coverage and pricing to carriers; and assisting in development of presentations to customers and prospects. May assist with developing and implementing claims handling instructions and loss control programs.
- 1+ year of insurance experience
- Basic Microsoft Office skills
- Strong attention to detail and accuracy skills
- Good verbal, written, and interpersonal communication skills
- Effective organizational, multi tasking, and prioritizing skills
- Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
- Ability to follow policies, procedures, and regulations
- Designated insurance license requirements must be completed within 180 days of hire date. Compliance with state law requirements is required.
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