Commercial Lines Account Representative
General Job Description:
The Commercial Lines Administrative Specialist is an energetic professional interested in helping our business grow by providing remarkable customer service. This individual must be a self-starter who thrives in a fast-paced, team environment and who may want to develop the skills necessary to become an Associate Account Representative, Account Representative or a Senior Account Representative. The successful Commercial Lines Administrative Specialist will communicate and coordinate with their colleagues in their division and in the overall organization achieve divisional and organizational objectives. This individual will have duties primarily with quoting and remarketing of accounts. With this backdrop in mind, the Commercial Lines Administrative Specialist communicates directly with Business Insurance Agents, Account Representatives, partners, vendors, clients, and prospects. As a representative and role model of the organization, the Commercial Lines Administrative Specialist aligns personally with the organization’s values as reflected in the LD&B BLUEprint and models these values on a daily basis.
- Maintain a positive, empathetic and professional demeanor toward colleagues, insurance carriers, and vendors at all times.
- Collaborate with Business Insurance Agents and Account Representatives to develop insurance solutions for clients and understand how to utilize the division’s products and services to meet customers’ needs.
- Provide prompt, accurate, courteous and customer-focused service to colleagues and to clients. Service includes responding to questions, resolving complaints, processing requests, providing information, researching problems and developing solutions.
- Provide feedback to the Division manager concerning the efficiency and effectiveness of the customer service, process and collaborate with others in the division to develop, implement and meet division goals.
- Maintain accurate, complete and timely records of all activity in the appropriate agency and partner data management systems.
- Demonstrate regular and reliable attendance.
- Maintain a strong work ethic with a total commitment to success and consistently demonstrate our BLUEprint values every day.
- Other duties as assigned.
Education, Requirements, Qualifications & Skills:
- High school diploma or equivalent required.
- Prior customer service experience preferred, but not required.
- Current appropriate licenses, certifications or credentials necessary and applicable to the division, including maintenance of same, or the ability to obtain these licenses, certifications or credentials.
- Must be a self-starter and capable of completing tasks with little or no supervision.
- Exceptional oral and written communications skills.
- Strong organizational, analytical and problem solving skills.
- Ability to understand and adhere to all requirements related to information security, privacy and confidentiality at all times.
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