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Commercial Insurance Representative
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Job title:
Commercial Insurance Representative
Job type:
Permanent
Emp type:
Full-time
Industry:
Insurance
Functional Expertise:
Account Assistant
Account Manager
Location:
Palm Beach, FL
Job published:
02/03/2025
Job ID:
128878
Job Description
Responsibilities
Develop and maintain strong client relationships by providing excellent customer service and addressing client inquiries and concerns.
Evaluate client insurance needs and recommend appropriate coverage options.
Coordinate with insurance underwriters to negotiate the best terms and conditions for clients.
Process insurance policies, endorsements, and other relevant documents accurately and efficiently.
Stay up-to-date on industry trends, regulations, and coverage options to provide clients with the most relevant and accurate information.
Collaborate with the sales team to identify opportunities for account growth and retention.
Qualifications
Proven experience in commercial insurance, with a focus on account management and customer service.
Strong communication and interpersonal skills, with the ability to effectively collaborate with clients and internal stakeholders.
Proficiency in insurance software and Microsoft Office applications.
Detail-oriented and organized with the ability to multitask and prioritize workload effectively.
A valid insurance license and a solid understanding of insurance regulations and compliance.
Day-to-day
Communicating with clients to address inquiries and provide support.
Collaborating with underwriters to secure favorable coverage for clients.
Processing policy endorsements and other client-related documentation.
Updating client records and ensuring accuracy of information.
Conducting regular review meetings with clients to assess their insurance needs and provide recommendations for coverage improvements.
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