Personal Lines Account Representative

This is a fully remote position, open to applicants in Ohio.

📋 Description

• Carry out customer service functions for agents and clients through incoming calls and emails

• Address inquiries related to coverage, policy modifications, quotes, billing, claims, certificates, underwriting, and more

• Perform regular account assessments and enhance existing accounts by offering additional coverage

• Resolve conflicts among customers, the company, agencies, and other stakeholders while keeping them informed of progress

• Collaborate with agencies on critical events and adhere to their instructions within established guidelines and procedures

• Draft straightforward bonds and manage renewals, cancellations, and non-renewals

• Record activities in the management system

• Assist the insurance team and fulfill underwriting requests for customer information

• Utilize company software, agency management systems, underwriting guidelines, forms, manuals, and other resources

• Share insights on industry developments and remain updated on state-specific regulations and requirements

• Partner with Account Managers to clarify and document customer needs

• Aid in the execution of project plans, milestones, deliverables, and risk mitigation strategies

• Identify project risks and collaborate with internal teams to ensure program deliverables remain on schedule

⛳️ Requirements

• 2–5 years of experience in Account Management, Business, Sales, Distribution Management, or a related discipline

• High School Diploma or General Education Diploma (GED) and/or equivalent experience

• Possession of an Insurance Producer License

• Proficiency in Sales Support

• Experience in Customer Advocacy

• Skills in Customer Needs Analysis

• Strong background in Customer Service

• Knowledge of Sales Operations

• Expertise in Sales Account Management

• Competence in Data Analysis and Reporting

• Familiarity with Insurance Operations

• Experience in Customer Relationship Management

• Background in Direct Sales

🏝️ Benefits

• Work in ways that promote success

• Opportunities for growth

• A collaborative workplace culture

• Employee empowerment to contribute ideas and influence future directions