Commercial Insurance Account Representative

Location: Marysville, Ohio

The Account Representative is responsible for providing sales support at the direction of the Account Executive. The Account Representative provides customer service by handling the day to day operations of clients' insurance needs. The Account Representative works will work with the Producer, Senior Account Executive, and Account Executive to design proper insurance and risk management services for clients.

Essential Duties & Responsibilities:

• Develops complete client information and applications for new and renewal business under the direction of the Producer, Senior Account Executive, or Account Executive.   Identifies and requests renewal exposures. Guides clients through the renewal process, in conjunction with the Producer, Senior Account Executive, or Account Executive, and submits requests to carriers according to the renewal process timetable, follows up with carrier underwriters and completes the appropriate renewal per Agency procedures. Reviews experience modifiers.
• Processes change requests/endorsements, binders, certificates, account summaries, proposals, policies, lost policy releases, audit, and account balance status when requested. Ensures that these items are given to client in a timely manner. Initiates appropriate correspondence with carriers and clients. Responds to requests from clients and insurance companies.
• Maintains files with proper records according to company procedures. Maintains good internal file audit results.
• Assists in the development of strong business relationships with appropriate insurance carrier personnel. Recognizes and satisfies carrier goals and objectives in order to enhance business relationships.

Competencies:

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.                                      
• High school diploma or general education degree (GED); or one year related experience and/or training; or equivalent combination of education and experience. Post-secondary degree preferred.
• Full knowledge of insurance markets.
• Previous experience handling large commercial accounts preferred.

Certificates, Licenses, Registrations:
All applicable insurance licenses.

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