Outside Sales Representative managing relationships and growing accounts in the Los Angeles market for Uline. Provide tailored solutions using Uline's product offerings and delivering exceptional service.
RC
Hybrid Account Representative/Account Executive
Posted last week
About the role
- Account Representative providing high quality customer service and support in the Property & Casualty insurance industry by assisting clients and internal teams.
Responsibilities
- Provide support for the P&C service team. This includes reviewing binders, policies and endorsements for accuracy, maintaining files, and creating documents such as specifications, proposals, binders and insurance summaries.
- Responds directly and promptly to client inquiries and requests
- Ensure policies follow coverages as quoted, proposed and bound.
- Collect client specification data.
- Promptly responds to requests for data and questions from clients, underwriters and internal staff.
- Responsible for new client setup and ongoing client maintenance.
- Complete premium finance agreement requests and creates premium allocations as needed.
- Requests and summarizes loss runs, may process claims and provide client advocacy.
- Meets with clients and team as needed to enhance knowledge of client accounts.
- Assists with new account development, including review of the account to explore possibility of uninsured or underinsured exposures.
- Participates in the marketing process. This includes such duties as contacting markets, initiating new business, reviewing quotes, preparing coverages and proposals.
Requirements
- 3+ years of similar experience in the insurance industry, preferably on the brokerage side.
- WI P&C insurance license.
- Strong attention to detail and organization skills.
- Self-motivated, highly responsive to meeting the needs of our internal and external clients, and exhibits strong communication skills.
- Strong computer skills and is able to utilize Microsoft Office products.
- AMS360 experience preferred.
Benefits
- Health insurance
- 401(k) matching
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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