Commercial Lines Sr. Account Representative

USI Insurance Services • Toms River, NJ

84d • $67,000 - $80,000

About The Position

The Commercial Lines Sr. Account Representative will assist the Sales Executive and Account Manager in servicing and retaining Commercial clients while gaining exposure to Account Management job activities. This role involves providing internal assistance to 2-4 Commercial Lines Account Managers, processing client policies, endorsements, audits, cancellations, and reinstatements, and auditing insurance policy documents to correct inaccuracies. The representative will also produce schedules and summaries of insurance, issue renewal and new certificates of insurance, maintain accurate information in agency management systems, and complete accounting-related transactions including complex and multi-client invoicing. Additionally, the role includes gathering renewal information and assembling applications and schedules for the Account Management team, assisting in delivering client service, and meeting client retention goals.

Requirements

• 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.

Responsibilities

• Provides internal assistance to 2-4 Commercial Lines Account Managers.
• Processes client policies, endorsements, audits, cancellations, and reinstatements.
• Audits insurance policy documents and works with the 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 the Account Management team.
• Assists Account Management team in delivering client service and meeting client retention goals.
• Gains exposure to Account Management job activities.

Benefits

• Medical, wellness, dental and vision insurance.
• 401(k) plan.
• Flexible spending and health savings accounts.
• Short and long-term disability insurance.
• Life insurance.
• Generous paid time off policy.
• Paid family leave benefit.
• Paid holiday time.
• Bonus eligibility.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree