Account Service Representative
7 days ago
We are seeking an experienced Account Service Representative to join our team at Conner Strong & Buckelew Companies, LLC. The successful candidate will be responsible for delivering exceptional customer service to commercial lines customers.
Key Responsibilities:
- Policy Management: Review and process policies, audits, and policy changes to ensure accurate and up-to-date information.
- Coverage Recommendations: Make recommendations for coverage additions or changes when appropriate, ensuring optimal risk management solutions for clients.
- Customer Interaction: Interact with carriers and internal/external customers to provide prompt, accurate, and courteous service.
- Renewal Submissions: Participate in the process of preparing renewal submissions, including applications, necessary exhibits, narratives, loss runs, and underwriting questions.
- Account Reconciliation: Assist with account reconciliation for receivables management.
- Application Processing: Submit applications to carriers and follow up to ensure timely receipt of quotations and policies.
- Technical Support: Provide technical support, including completing applications, renewal proposals, binders, audits, coverage summaries, endorsements, cancellations, and certificates of insurance.
About Us:
Conner Strong & Buckelew Companies, LLC is a leading insurance brokerage firm dedicated to delivering exceptional service to our clients. We offer a dynamic work environment, competitive salary, and opportunities for growth and development.
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