Commercial Lines Account Representative

LD&B Insurance and Financial Services; Harrisonburg (VA); Hybrid; USD 45,000 - 83,000; Full time

Job summary

LD&B Insurance and Financial Services is seeking a Commercial Lines Account Representative (Associate level depending on experience) to join our Harrisonburg, Virginia team. This role emphasizes client service, risk management guidance, and collaborative problem solving in a fast-paced environment.

Flexible work location is offered; candidates should have a high school diploma, strong communication skills, and a willingness to obtain necessary licenses.

Qualifications

• High school diploma or equivalent required.
• Prior customer service experience required.
• Current licenses, certificates or credentials necessary and/or the ability to obtain.
• Must be a self-starter and capable of completing tasks with little supervision.
• Exceptional oral and written communications skills.
• Strong organizational, analytical and problem solving skills.
• Ability to understand and adhere to information security, privacy and confidentiality.

Responsibilities

• Understand risk management techniques and coverage options to meet the needs of a diverse business community.
• Maintain a positive, empathetic and professional demeanor toward customers, colleagues and vendors at all times.
• Demonstrate communication and customer relationship skills and in understanding how to utilize the division's products and services to meet customers' needs.
• Manage a standard-sized or moderately complex group of clients and cooperate with colleagues to serve all clients within the division.
• Provide prompt, accurate, courteous and customer-focused service to clients.

Skills

Exceptional oral and written comms

Strong organizational skills

Self-starter

Ability to maintain information safety

Education

High school diploma or equivalent

Licenses/credentials required or able to obtain

Job description

General Job Description

This position may be offered as an Associate Account Representative depending on experience and qualifications (Hiring Range: $21.61-$40.04) (Flexible Work Location offered)

The Commercial Lines Account Representative is an energetic professional interested in helping our business grow through constructive, empathetic conversations and by providing remarkable customer service. This individual must be a self-starter who thrives in a fast‑paced, team environment and who exhibits exceptional interpersonal relationship skills. The successful Commercial Lines Account Representative will communicate and coordinate with their colleagues in their specific division and in our overall organization to deliver optimal levels of care for our clients and to achieve divisional and organizational objectives. With this backdrop in mind, the Commercial Lines Account Representative communicates directly with clients, prospects, partners and vendors through a variety of channels in order to educate, problem solve, process, identify solutions and create calm depending upon situational demands. As a representative of the organization, the Commercial Lines Account Representative aligns personally with the organization’s values as reflected in the LD&B BLUEprint and models these values on a daily basis.

Essential Duties & Responsibilities

• Understand risk management techniques and coverage options to meet the needs of a diverse business community.
• Maintain a positive, empathetic and professional demeanor toward customers, colleagues and vendors at all times.
• Demonstrate communication and customer relationship skills and in understanding how to utilize the division's products and services to meet customers' needs.
• Manage a standard-sized or moderately complex group of clients and cooperate with colleagues to serve all clients within the division.
• Provide prompt, accurate, courteous and customer‑focused service to clients. Service includes responding to questions, resolving complaints, processing requests, providing information, researching problems and developing solutions.
• Provide feedback to the Division manager concerning the efficiency and effectiveness of the customer service process and collaborate with others in the division to develop, implement and meet division goals.
• Maintain accurate, complete and timely records of all activity in the appropriate agency and partner data management systems.
• Demonstrate regular and reliable attendance.
• Maintain a strong work ethic with a total commitment to success and consistently demonstrate our BLUEprint values every day.
• Other duties as assigned.

Education, Requirements, Qualifications & Skills

• High school diploma or equivalent required.
• Prior customer service experience required.
• Current appropriate licenses, certificates or credentials necessary and applicable to the division, including maintenance of same, or the ability to obtain these licenses, certifications or credentials.
• Must be a self-starter and capable of completing tasks with little or no supervision.
• Exceptional oral and written communications skills.
• Strong organizational, analytical and problem solving skills.
• Ability to understand and adhere to all requirements related to information security, privacy and confidentiality at all times.

Physical Requirements

• Must be physically able to work 38 hours per week.
• Must be able to sit for long periods of time, including while extensively using computers and associated or similar technology.
• Must have the ability to hear, see, and speak.
• Must be able to stand, sit, walk, use repetitive small motor activity, use hands and fingers, reach with hands and arms, stoop, kneel and ascend or descend stairs.
• Occasionally required to lift and carry up to 20 pounds.
• Perform with a high-energy level and the capability to handle stressful situations on a daily basis.
• Must maintain a valid driver's license and have the ability to operate a motor vehicle.
• Must be able to drive and to travel unaccompanied in diverse weather conditions.