Personal Lines Account Representative

Westfield•Westfield Center, OH

About The Position

In Personal Lines, your work contributes to something bigger. You are part of a team that values your voice, champions your growth, and provides room to work in ways that drive success. Guided by a clear strategy and strong partnerships, your work makes a meaningful difference for agents, our customers, and each other. Rooted in Westfield's culture of trust, collaboration, and doing what's right, you are empowered to bring ideas forward and help shape what comes next.

Requirements

2 - 5 years of experience in Account Management, Business, Sales, Distribution Management, or a related field.
High School Diploma or General Education Diploma (GED) and/or commensurate experience.
Insurance Producer License

Nice To Haves

Collaborates
Communicates Effectively
Customer Focus
Decision Quality
Nimble Learning
Sales Support
Customer Advocacy
Customer Needs Analysis
Customer Service
Sales Operations
Sales Account Management
Data Analysis and Reporting
Insurance Operations
Customer Relationship Management
Direct Sales

Responsibilities

Performs a variety of customer service activities for agents and clients such as handling a variety of incoming customer calls and emails including answering inquiries from customers including coverage questions, policy changes, quotes, billing issues, and other issues, taking incoming claims calls and handling appropriately based on type of claim and handling certificate requests including related coverage updates, special language requests and underwriting issues.
Conducts account reviews periodically and enhances and strengthens existing accounts as needed with additional coverage.
Resolves disputes between customers, company, agencies and others while keeping appropriate parties informed of progress.
Works closely with agencies on advising agencies of critical events and follows agency’s instructions within guidelines or procedures, writing generally simple bonds for customers as well as handling renewals, cancellations and non-renewals with care, legally saving all accounts when possible.
Documents work with appropriate activities in the management system.
Serves as a resource to Company’s insurance team, whenever possible, and cooperatively responds to underwriting requests for additional customer information.
Utilizes company software and resources, agency management system, and software tools as needed to perform tasks and obtain necessary information (e.g. underwriting guidelines, forms, manuals).
Shares knowledge of industry updates (carrier changes, market trends, products) and stays informed of state-specific guidelines and requirements (coverages, underwriting rules, procedures, laws).
Works with Account Managers to understand the customer’s requirements and are responsible for ensuring customers' requirements are defined and documented.
Supports the creation of an implementation project plan to identify key milestones & deliverables regarding criticality, downstream impact if dates are missed and determine alternative/mitigating actions.
Supports identifying potential risks within the project and activities across internal teams to ensure the program deliverables are on track and understood.