Commercial Lines Account Representative jobs-in Brewster,NY,US

Job Roles and Responsibilities

Manage daily servicing needs for commercial insurance clients

Develop and maintain strong relationships with commercial clients

Process policy changes, certificates of insurance, endorsements, audits, renewals, and cancellations

Review policies and coverage information for accuracy and completeness

Prepare commercial account renewals

Obtain updated applications, loss runs, exposure information, and underwriting documentation

Communicate with insurance carriers and wholesalers regarding policy servicing and underwriting requirements

Identify potential coverage gaps and opportunities

Assist producers with new business submissions and proposals

Follow up on outstanding client and underwriting information

Maintain accurate account documentation in the agency management system

Respond promptly to client requests

Manage multiple accounts, priorities, and deadlines

Collaborate with producers, account representatives, carriers, and agency leadership

Provide professional and responsive customer service

Qualifications and Certifications

3 or more years of commercial insurance experience preferred

Active New York Property and Casualty insurance license required

Strong knowledge of Business Owners Policies

Strong knowledge of Commercial Package Policies

Knowledge of General Liability

Knowledge of Commercial Auto

Knowledge of Workers Compensation

Knowledge of Umbrella and Excess coverage

Experience handling commercial policy servicing and renewals

Strong understanding of certificates, endorsements, audits, and policy changes

Excellent written and verbal communication skills

Strong organization and time management skills

High attention to detail

Ability to independently manage multiple priorities

Comfortable communicating with clients, carriers, wholesalers, and coworkers

Proficiency with Microsoft Office

Experience with agency management systems

Applied Epic experience preferred

Strong customer service and teamwork skills

Benefits

Medical benefits

401k with company contribution

Paid time off

Paid holidays

Supportive and collaborative work environment

Long term career growth opportunities

Professional development opportunities