Hybrid Senior Account Representative, Personal Lines

Posted 1 hour ago

Apply now

About the role

  • Personal Lines Account Representative handling complex personal lines accounts for Great American Insurance. Ensuring service delivery and collaboration with clients and insurance carriers in a hybrid work environment.

Responsibilities

  • Serves as a primary point of contact for assigned groups of large or moderately complex personal lines accounts, ensuring timely and accurate service delivery
  • Manages day-to-day complex clients’ needs including policy changes, certificates of insurance, and billing inquiries
  • Coordinates with Account Managers and Producers to prepare renewals, proposals, and coverage summaries
  • Maintains strong relationships with clients by providing responsive, knowledgeable, and solutions-oriented service
  • Collaborates with insurance carriers to obtain quotes, resolve issues, and process endorsements
  • Ensures data integrity, overseeing accurate maintenance of client records in the agency management system
  • Educate clients on coverage options and recommend appropriate insurance solutions
  • Drives account retention and growth, proactively managing renewals and supporting seamless client onboarding and account setup and documentation
  • Proficient in personal lines new business quoting; assists with agency generated opportunities and Producer referred prospects; markets submissions to carriers, prepares proposals and coverage comparisons
  • Performs other duties as assigned

Requirements

  • Associate degree in Business Administration, Accounting, Communications, or a related field or equivalent experience
  • Generally, a minimum of 6 years of experience in personal lines insurance, preferably in a brokerage or agency setting
  • Insurance licensure required
  • Demonstrates advanced communications skills to build and leverage effective customer relationships and explain products and services
  • Demonstrated ability to work collaboratively with Producers and insurers

Benefits

  • We offer competitive benefits packages for full-time and part-time employees*
  • Full-time employees have access to medical, dental, and vision coverage
  • Wellness plans
  • Parental leave
  • Adoption assistance
  • Tuition reimbursement
  • Paid Time Off and paid holidays
  • 401(k) plan with company match
  • Employee stock purchase plan
  • Commuter benefits

Job title

Senior Account Representative, Personal Lines

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

Associate's Degree

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job