29833 - Commercial Lines Sr. Account Rep. - Norfolk

USI Insurance Services; England; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

An established industry player is looking for a motivated individual to assist in the service and retention of Commercial clients. This hybrid role allows you to work three days in the office and two days from home, providing a great work-life balance. You will gain valuable experience in Account Management activities while supporting a team of Account Managers. Your responsibilities will include processing client policies, auditing insurance documents, and maintaining accurate information in management systems. If you are eager to learn and develop your skills in the insurance field, this opportunity is perfect for you.

Qualifications

• 1-2 years experience in a Commercial Lines agency preferred.
• Must hold or be willing to earn a Property & Casualty insurance license.

Responsibilities

• Assist Account Managers with client policies and retention.
• Audit insurance documents and maintain agency management systems.
• Complete accounting-related transactions and client service tasks.

Skills

Commercial Lines experience

Property & Casualty insurance knowledge

Teamwork

Resourcefulness

Willingness to learn

Education

College degree

Tools

Microsoft Office

Sagitta / ImageRight

Job description

General Description: Assist Sales Executive and Account Manager in service and retention of Commercial clients and gain exposure to Account Management job activities.This position offers a hybrid schedule with the employee working 3 days per week in our Norfolk office and two days from home.

Responsibilities:

• Provides internal assistance to 2-4 Commercial Lines Account Managers.
• Processes client policies, endorsements, audits, cancellations, and reinstatements.
• Audits insurance policy documents and works with the Account Manager to correct inaccuracies.
• Produces schedules and summaries of insurance.
• Issues renewal and new certificates of insurance.
• Maintains accurate information in agency management systems.
• Completes accounting-related transactions including complex and multi-client invoicing.
• Gathers renewal information and assembles applications and schedules for the Account Management team.
• Assists the Account Management team in delivering client service and meeting client retention goals.
• Gains exposure to Account Management job activities.

Knowledge, Skills and Abilities:

• 1-2 years experience in a Commercial Lines agency. College degree preferred.
• Early intermediate understanding of Property & Casualty insurance.
• Must hold or be willing to earn a Property & Casualty insurance license.
• Comfortable with internet-based programs and Microsoft Office products.
• Knowledge of Sagitta / ImageRight preferred, but not required.
• Able to work in a team environment.
• Resourceful, eager to learn new concepts and further professional development.
• Open to feedback and coaching.