Account Representative

Colonial Group; Houston (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

Colonial Group in Houston, TX, is seeking a dedicated Customer Service Specialist to support Producers and service teams, helping with existing accounts and soliciting new business.

You will prepare applications, review policies, manage renewals, and communicate with insureds and underwriters. Strong communication, organization, and MS Office skills are essential; an insurance license is required and continuing education encouraged.

Qualifications

• Associates degree or equivalent combination of education and experience.
• 2-4 years related work experience in insurance or customer service.
• Valid insurance license and completion of one insurance class required.
• Continuing Education requirements for license renewal.

Responsibilities

• Packages and markets applications to carriers to obtain quotes.
• Negotiate prices, commissions, and coverages with carriers as needed.
• Review policies and determine appropriate level of coverage.
• Manage renewal process for expiring policies.
• Respond to accounting inquiries and assist in collections on past due accounts.
• Bind insurance coverage and prepare binders.
• Prepare presentations and proposals for clients.
• Gather information for applications and correspond with underwriters.
• Input applications and create letters and other forms of correspondence.

Skills

Communication

Customer service

Problem solving

Time management

Typing 30-35 wpm

Teamwork

MS Office

Education

Associates degree

Insurance license

Continuing Education

Tools

Microsoft Office Suite

Job description

SUMMARY

Responsible for providing customer service and support to assist Producers and service team in supporting existing accounts and soliciting new business. This position may include independent responsibility for the servicing and retention of assigned customers and/or policies.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Packages and markets applications to various carriers to obtain quotes;


• May negotiate prices, commissions, and/or coverages with carriers;


• Reviews policies, identifies deficiencies and determines appropriate level of coverage;


• Manages renewal process for expiring policies;


• Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including assisting in collections on past due accounts;


• Binds insurance coverage and prepares insurance binders;


• Assists with the preparation of presentations and/or proposals for clients;


• Gathers information for applications;


• Researches requests for information from underwriters;


• Composes correspondence to insured and/or underwriters;


• Inputs applications and creates letters, and other forms of correspondence;


• Prepares draft certificate templates for review and approval;


• Analyzes certificate requests and ensures clients needs are met;


• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);


• Other duties as assigned.

EDUCATION / EXPERIENCE

• Associates degree or equivalent combination of education and experience


• 2 - 4 years related work experience;


• Valid insurance license and completion of one insurance class required


• Must continue to meet Continuing Education requirements for license renewal


• Encouraged to complete Career Path requirements as communicated by supervisor

SKILLS

• Excellent verbal and written communication skills


• Excellent customer service skills, including telephone and listening skills


• Good problem solving and time management skills


• Intermediate typing skills (30-35 wpm)


• Ability to work within a team and to foster teamwork


• Proficient in Microsoft Office Suite