Commercial Insurance Account Representative Universal 1st Insurance - 4.0 Granada Hills, CA Job Details Permanent | Full-time $65,000 - $75,000 a year 17 hours ago Benefits Work from home Flexible schedule Qualifications Managing customer accounts Customer communication Commercial insurance policies Account maintenance Property & Casualty License Managing clients in a customer support role Attention to detail Coordinating with insurance clients Organizational skills

Full Job Description Commercial Insurance Account Representative Employment Type:

Full-Time, Hybird Experience Required:

2+ years of commercial insurance experience

License:

P&C license preferred, but not required About the Position We are an independent commercial insurance agency seeking an experienced Commercial Insurance Account Representative to join our team. The ideal candidate has at least 2 years of commercial insurance experience and understands how to independently service commercial accounts from policy inception through renewal. This position is ideal for someone who is organized, detail-oriented, proactive, and comfortable taking ownership of day-to-day commercial account servicing. You should be able to work confidently in AMS360 and understand the full lifecycle of a commercial insurance policy. Key Responsibilities Manage and service a book of commercial insurance accounts from new business through renewal Handle day-to-day servicing needs for commercial clients and provide responsive, professional customer service Process policy changes, endorsements, certificates of insurance, cancellations, reinstatements, audits, and other policy transactions Review policies, endorsements, applications, binders, invoices, and related documentation for accuracy Request and follow up on renewal information, applications, loss runs, exposure information, and other underwriting requirements Communicate with insurance carriers, underwriters, clients, and internal team members Prepare and submit applications and supporting documentation to insurance carriers and wholesalers Follow up with carriers and markets regarding quotes, endorsements, policy issuance, and outstanding items Assist with renewal marketing and account preparation Maintain accurate and organized client and policy records in AMS360 Enter and update account information, activities, documents, and policy details in AMS360 Track outstanding items and follow up to ensure requests are completed timely Required Qualifications 2+ years of commercial insurance experience Strong working knowledge of AMS360 is required Demonstrated ability to service a commercial insurance policyfrom binding through renewal and everything in between Understanding of commercial insurance terminology, policy documentation, endorsements, certificates, renewals, and carrier communication Strong attention to detail and organizational skills Excellent written and verbal communication skills Ability to manage multiple accounts, deadlines, and priorities Ability to work independently and take ownership of assigned accounts Professional and client-focused approach Insurance License An active P&C insurance license is a plus but is not required for this position. Candidates without a license must have sufficient commercial insurance experience and demonstrate a strong understanding of commercial account servicing. What We're Looking For The successful candidate is someone who can step into an account servicing role with minimal training and understands what needs to happen throughout the life of a commercial insurance policy. You should be comfortable asking questions, following up with carriers and clients, staying ahead of renewal deadlines, and ensuring that nothing falls through the cracks.

Pay:

$65,000.00 - $75,000.00 per year

Benefits:

Flexible schedule Work from home

Work Location:

Hybrid remote in Granada Hills, CA 91344