Account Representative - PL

Job description

Overview:
Company Summary

Joining AssuredPartners offers you the opportunity to excel at one of the fastest growing independent companies in the industry. You will experience collaboration with a team that places value in our collective vision and culture of community, respect, and trust. While being encouraged to promote innovative ideas, you will be provided the support to make those ideas a reality. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees to learn and mentor with top leadership for continued professional and personal development. Additionally, you can count on excellent benefits, a comprehensive PTO plan & floating holidays, uncapped career growth, and the best people in the industry. You can learn more about our career paths and support for DEI initiatives here: .

Job Summary

The Account Representative is responsible for providing sales support at the direction of the Producer or Account Executive. This includes assisting in selling and marketing in coordination with all Agency personnel involved in new or existing business (this is not a direct sales role). In addition, the Account Representative provides customer service by handling the day to day operations of clients' insurance needs. The Account Representative will work with the Producer and Account Executive to design and recommend proper insurance and risk management services to clients.

The Ideal Candidate

You have a customer service mentality and are able to communicate and problem solve for internal and external stakeholders

Taking initiative to get work done is just how you operate

You are a team player and want to work with a great group of people

If this sounds like you, we invite you to keep reading and apply!

Responsibilities:
Essential Duties and Responsibilities

Please note that the duties below can vary based on the workflow of your local office.

Responds to client requests for policy changes, billing inquiries and verification of coverage. Ensures that these items are given to client in a timely manner.

Maintains follow-up and suspense files on outstanding orders, correspondence, claims, and renewal expirations. Completes overdue and suspense items.

Secures documentation needed to be retained by the agency including signed applications, replacement cost estimates, rejection of coverage and confirmation of orders.

Develops complete client information and applications for new and renewal business. Markets to insurance carriers and prepares proposals. Compares coverage forms with review by Account Executive if needed.

Prepares Renewal Questionnaire for clients including follow up on responses received.

Reconciles accounting discrepancies. Follows up on aged trial balances. Involves Producer when necessary.

Secures Lost Policy Releases and follows through to policy cancellation.

Other duties as assigned.

Travel is expected to be 10% in this role.

Qualifications:
Qualifications

Advanced degree from college or technical school; or 1-3 years of related experience and/or training; or equivalent combination of education and experience

Appropriate insurance licenses

Strong organization and communication skills

Tech savvy; ability to navigate multiple systems including Agency Management Software; Intermediate skills in Microsoft Office products