Account Representative

Colonial Group; Oklahoma City (OK); On-site; USD 42,000 - 64,000; Full time

Job summary

Colonial Group is seeking a driven customer service representative to support Producers and the service team, handling policy servicing, renewals, and new business submissions. You will package and market applications to carriers and prepare binders.

The role requires 2–4 years experience, an associate degree or equivalent, and a valid insurance license. Strong communication, problem solving, and MS Office skills are essential for success.

Qualifications

• Associates degree or equivalent required.
• 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.
• Career Path requirements encouraged by supervisor.

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.
• Inputs applications and creates letters, and other forms of correspondence.
• Prepares draft certificate templates for review and approval.

Skills

Communication

Customer service

Problem solving

Typing speed

Teamwork

MS Office

Education

Associate degree or equivalent

Valid insurance license

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

#LI-KG1