Commercial Lines Account Representative

Job Description

Job Description

Full Job Description:

We are a well-established independent family-owned and run business that has been serving the Hudson Valley area for more than 40 years. We help businesses and families throughout the Hudson Valley with their commercial, home, auto, life, and health insurance needs. We pride ourselves on providing personal, responsive service and building long-term relationships with our clients, insurance carriers, and community. With a team of approximately 25 employees, we offer the resources and market access of a larger agency while maintaining the personal, collaborative environment of a small business.

We are looking for an experienced Commercial Lines Account Representative to join our team. This is an excellent opportunity for someone who enjoys working directly with clients, managing a diverse commercial book of business, and being part of a collaborative agency where your work has a meaningful impact.

The Position:

The Commercial Lines Account Representative will support and manage day-to-day service needs for a portfolio of commercial clients. The ideal candidate is organized, detail-oriented, proactive, and comfortable communicating with business owners, carrier representatives, and agency colleagues.

Key Responsibilities:

• Manage day-to-day servicing of commercial clients

• Develop and maintain strong relationships with commercial clients

• Handle policy changes, certificates of insurance, endorsements, audits, renewals, cancellations, and other account servicing needs

• Review policies and coverage information for accuracy and completeness

• Assist with renewal preparation, including obtaining updated applications, loss runs, exposure information, and other underwriting documentation

• Communicate with insurance carriers and wholesalers regarding policy servicing and underwriting needs

• Identify potential coverage gaps and opportunities to better protect clients

• Assist producers with new business submissions and proposals as needed

• Follow up on outstanding information and ensure client requests are handled promptly

• Maintain accurate and complete account documentation within the agency management system

• Provide exceptional customer service while managing multiple priorities and deadlines

• Work collaboratively with producers, account representatives, and agency leadership

Qualifications:

• 3+ years of commercial insurance experience preferred

• New York Property & Casualty insurance license required

• Strong understanding of commercial insurance products, including Business Owners Policies, Commercial Package Policies, General Liability, Commercial Auto, Workers' Compensation, and Umbrella/Excess

• Excellent written and verbal communication skills

• Strong organizational and time-management abilities

• High attention to detail

• Ability to independently manage priorities and deadlines

• Comfortable communicating professionally with clients, carriers, and coworkers

• Proficiency with Microsoft Office and agency management systems (Experience with Epic system preferred)

• A positive, team-oriented attitude and commitment to providing excellent client service

What We Offer:

• Competitive salary based on experience

• Medical benefits

• 401(k) with company contribution

• Paid time off and paid holidays

• A stable, established agency with a strong reputation in the Hudson Valley

• Supportive, collaborative work environment

• Opportunity to build meaningful, long-term relationships with clients

• No high-pressure corporate environment-we value quality service, teamwork, and doing right by our clients

The Ideal Candidate:

You are someone who knows commercial insurance and takes pride in taking care of clients. You can manage the details without losing sight of the bigger picture, communicate clearly, and take ownership of your accounts. You enjoy working with a close-knit team and want to build a long-term career with an agency where your contributions are recognized and valued.

If you are an experienced commercial insurance professional looking for a role with a respected independent agency in the Hudson Valley, we would love to hear from you.

Benefits:

• 401(k)

• 401(k) matching

• Dental insurance

• Health insurance

• Paid time off

• Vision insurance

Work Location:

• In person

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.