CL Sr Account Rep

General Description Assist Sales Executive and Account Manager in service and retention of Commercial clients and gain exposure to Account Management job activities. Responsibilities Provides internal assistance to 2-4 Commercial Lines Account Managers. Processes client policies, endorsements, audits, cancelations, and reinstatements. Audits insurance policies documents and works with Account Manager to correct inaccuracies. Produces schedules and summaries of insurance. Issues renewal and new certificates of insurance. Maintains accurate information in agency management systems. Completes accounting-related transactions including complex and multi-client invoicing. Gathers renewal information and assembles applications and schedules for Account Management team. Assists Account Management team in delivering client service and meeting client retention goals. Qualifications 1-2 years’ experience in a Commercial Lines agency. College degree preferred. Early intermediate understanding of Property & Casualty insurance. Must hold or be willing to earn Property & Casualty insurance license. Comfortable with internet-based programs and Microsoft Office products. Knowledge of Sagitta / ImageRight preferred but not required. Able to work in a team environment. Resourceful, eager to learn new concepts and further professional development. Open to feedback and coaching. Benefits We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. We also offer a generous paid time off policy, paid family leave benefit and paid holiday time. #J-18808-Ljbffr USI Insurance Services