Commercial Lines Insurance Account Representative
Posted on: June 25, 2022
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
- 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
- Strong interest in building an insurance service professional
- 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
- 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
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