Account Representative

• Provide support for the P&C service team
• Review binders, policies and endorsements for accuracy
• Maintain files
• Create documents such as specifications, proposals, binders and insurance summaries
• Respond directly and promptly to client inquiries and requests
• Ensure policies follow coverages as quoted, proposed and bound
• Collect client specification data
• Promptly respond to requests for data and questions from clients, underwriters and internal staff
• Responsible for new client setup and ongoing client maintenance
• Complete premium finance agreement requests and creates premium allocations as needed
• Request and summarize loss runs
• May process claims and provide client advocacy
• Meet with clients and team as needed to enhance knowledge of client accounts
• Assist with new account development, including review of the account to explore possibility of uninsured or underinsured exposures
• Participate in the marketing process
• Contact markets
• Initiate new business
• Review quotes
• Prepare coverages and proposals

• WI P&C insurance license
• 3+ years of similar experience in the insurance industry, preferably on the brokerage side
• Strong attention to detail and organization skills
• Self-motivated, highly responsive to meeting the needs of our internal and external clients, and exhibits strong communication skills
• Strong computer skills and is able to utilize Microsoft Office products
• AMS360 experience preferred

AMS360 experience preferred

• Medical/Rx
• Dental
• Vision
• Life Insurance
• Disability Insurance
• ESPP
• 401k
• Student Loan Assistance
• Tuition Reimbursement
• Free Mental Health & Enhanced Advocacy Services
• Paid Time Off
• Holidays
• Preferred Partner Discounts