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UI
USI Insurance Services
Senior Commercial Lines Account Representative, Select
Career Insights for Account Representative (General)
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Scorecard
Based on Minnesota data
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What they do
An Account Representative manages existing customer accounts to ensure sales retention and growth. Develops and maintains communication with clients, promotes sales and services, and works to resolve problems. Accounts may be for product sales, advertising or marketing services or financial services such as banking.
$42,756 / year median in Minnesota
-16% projected decline
Job Description
Job Details Locations KS - Overland Park, MN - Bloomington Job
ID 32747
Description and Requirements General Description:
Assist Account Managers in completing client tasks, meeting retention goals, and supporting growth for Select Commercial Lines clients up to $15,000 in revenue. Continue to develop client service skills and technical insurance product knowledge through available educational and agency resources. Independently address carrier service center client issues and manage assigned clients.Responsibilities:
- Review and process client policies, endorsements, audits, cancellations, and reinstatements to ensure accuracy.
- Generate auto id's cards upon request.
- Maintain accurate information in agency management systems.
- Request information from insurance carriers such as loss runs and endorsement changes.
- Process renewal certificates and insurance holder updates.
- Complete online carrier rating and endorsement process.
- Prepare summary of insurance documents and finance agreements.
- Engage in renewal process by gathering both client and insurance carrier information and completing applications.
- Prepare renewal proposals and participate in client meetings.
- Invoice policies, including complex invoicing as assigned.
- Manage carrier service center escalations by solving client issues and/or remarketing account.
- Service a limited number of clients independently following USI best practices.
- Maintain regional mailbox and direct emails to appropriate resource.
- Active engagement and participation in training with emphasis on gaining knowledge necessary to perform Account Manager role.
Knowledge, Skills, and Abilities:
- 1 year + experience in a Commercial Property & Casualty insurance agency.
- Associates degree preferred.
- Must hold Property & Casualty insurance license.
- Able to work in a fast-paced team environment, be detailed, and prioritize work.
- Strong written, verbal, and interpersonal communication skills.
- Strong client service skills.
- Working knowledge of internet-based programs and Microsoft Office products.
- Resourceful, eager to learn new concepts, and continue professional development.
- Open to feedback, coaching, and development.