Commercial Insurance Account Representative

Posted 19 May 2025
Salary70000
LocationSanta Ana
Job type Permanent
DisciplineAgency
Reference135852

Job description

Job Summary

We are seeking a talented and driven Commercial Insurance Account Representative to join our dynamic team. The ideal candidate will be responsible for managing and servicing a diverse portfolio of insurance accounts, while providing exceptional customer service and building strong relationships with clients.

Responsibilities

  • Proactively manage insurance accounts, ensuring accuracy and completeness of policies and coverage
  • Collaborate with sales and underwriting teams to provide support in acquiring and retaining clients
  • Foster strong relationships with clients by providing personalized and timely service, and acting as a reliable point of contact for all insurance-related inquiries
  • Conduct thorough policy reviews and analysis to identify coverage gaps and recommend appropriate solutions to meet clients’ needs
  • Ensure compliance with insurance regulations and company policies, and maintain accurate client records and documentation
  • Stay informed about industry trends, regulations, and best practices, and apply this knowledge to enhance client satisfaction and business growth

Qualifications/Requirements

  • Proven experience in commercial insurance or related field
  • Previous experience quoting new and renewal business is required
  • Previous experience handling certs, endorsements, and assisting with billings & claims
  • Knowledge of commercial insurance products, coverages, and industry standards
  • Strong communication, negotiation, and problem-solving skills
  • Proficient in using insurance management software and Microsoft Office Suite
  • Detail-oriented and able to prioritize and manage multiple tasks effectively
  • Holds an active P&C (Property and Casualty) insurance license

Compensation Package

  • Compensation: Between $68k-$72k (based on experience)
  • Competitive benefits package, paid time off, professional development opportunities, etc.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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