Commercial Lines Insurance Account Representative

Company: AssuredPartners
Location: Galt
Posted on: June 25, 2022

Job Description:

Leading Insurance Company, AssuredPartners - California, is seeking an Account Representative (Account Coordinator) to add to their Commercial Lines team!
Salary: Competitive salary based on experience. Full benefits (health, dental, vision, 401k, PTO, and more).Locations: 1425 River Park Drive, Suite 226, Sacramento, CA 95815, with potential for hybrid in-office/remote in the futureWork Hours: Monday through Friday 8 AM to 5 PM PST (full-time non-exempt) New-Hires MUST be able to go in the office; Once licensed/trained, this position can work remotely 2-3 days per week.
AssuredPartners - California has Excellent Benefits, including:

• 401K + match
• Medical
• Dental
• Vision
• Company-Paid Life and Disability Insurance
• PTO and Paid Holidays
• Voluntary Time Off
• Paid Training for P&C License
  Commercial Lines Account Representative Role Summary:The Account Representative (Account Coordinator) will assist Commercial Account Managers and team in the day-to-day service of assigned accounts, processing of documents, and maintaining computer-based client files. Must provide prompt, accurate, and courteous account service to clients, co-workers, and insurance company representatives. Support and promote the company's purpose, vision, and mission. Always act in the best interest of the client and our firm. Must uphold and embody the corporate values of integrity, leadership, teamwork, respect, professionalism, and stability.
  Commercial Lines Account Representative Requirements:
  • 1-2+ years related commercial lines agency insurance experience with a High School Diploma
  • CA P&C license is required
  • A strong understanding of underwriting and insurance coverages
  • Strong interest in building an insurance service professional career
  • To perform this job successfully, an individual must be able to perform each essential duty satisfactorily
    
    Commercial Lines Account Representative Responsibilities Include:
    • Enters accurate client information into system applications
    • Processes change requests, follows up with carriers as needed, reviews endorsements for accuracy, and generates accurate invoices. Creates general correspondence to carriers and clients. Sets up Notice of Cancellations and Reinstatements. Processes final cancellations. Processes final audits and sends to insured. Updates Lost Business spreadsheet.
    • Issues certificates of insurance and evidence of property
    • Prepares policies, renewals, and other documents for delivery to the insured
    • Rates lines of coverage as needed
      About AssuredPartners:AssuredPartners is the fastest-growing independent insurance agency in the U.S. Founded in 2011 as a national partnership of leading independent property and casualty and employee benefits brokerage firms, AssuredPartners is now one of the largest brokers in the nation after acquiring over 325 agencies. AssuredPartners has approximately 7,000 team members and offices in 40 states and two countries reaching 1.5 billion dollars in revenue. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees.#a

Keywords: AssuredPartners, Sacramento , Commercial Lines Insurance Account Representative, Other , Galt, California