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Commercial Insurance Account Representative

2 months ago

Clearwater, United States Single Source Insurance Inc Full time
Job DescriptionJob DescriptionThe Commercial Account Representative will work directly with agency clients to provide excellent service, comprehensive insurance offerings and thorough reviews of existing policies.
This is a full-time position. Days and hours of work are Monday through Friday, 9 a.m. to 5 p.m. Occasionally over-time may be requested. Some weekend event participation may be required.

This position has supervision responsibility of a virtual assistant. 

Minimal to zero travel required. Travel to local events may be required. Occasional travel to other agency offices may be required.Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Qualifications
  • Knowledge on 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
Competencies
  • Understanding of Commercial Insurance Rating Factors
  • Communication proficiency in person, by phone and through emails with team members and insureds
  • Ethical Conduct
  • Flexibility
  • Initiative
  • Excellent Time Management
Required Education and Experience4-40 Insurance license / Customer Service
1+ Year in a Commercial Account role2+ Years in a professional office environmentProficiency with Microsoft Outlook, Word, and ExcelPreferred Education and Experience4 Year college degreeProficiency with Vertafore AMS360 a plus