Account Representative  

• Perform all of the day to day servicing needs of the client.
• Prepare proposals and policy surveys.
• Maintain direct communication with company underwriters and clients on servicing of accounts.
• Check policy coverage and rating for accuracy and relevance on all new business, endorsements, audits and renewals.
• Review contracts and agreements for insurance/risk management implications and provide coverage and/or certificate issuance instructions.
• Prepare proposals to review prior to delivery.
• Prepare applications, surveys and other documents for submissions and assist marketing new and renewal business.
• Coordinate co-surety programs, secure approvals, execute payment, performance and bid bonds, manage capacity, prepare reports and interface with clients and sureties.
• Assist as needed on serious claim situations with client and/or company personnel.
• Assist with presentation of new and renewal proposals as requested.
• Maintain electronic account folders and computer files according to established procedures.
• Perform other duties as required or as instructed by the Account Executive and/or Producer.
• Pursue a program for personal and professional development.
• Keep informed of industry developments through review of trade press and by attending company training meetings on new products. 
• Uphold and promote the professional and ethical standards of the agency.
  

• High school diploma, college degree desirable.
• Five years related experience.
• Above average phone personality and ability to deal with people.
• Excellent communication and computer skills.
• Detail oriented with excellent organizational abilities.
• Good knowledge of commercial policy forms, rating and coverage descriptions.
• Knowledge of agency management system preferably AMS
• Basic technical education necessary and should be pursuing professional courses (CPCU, CIC, ARM)
• Must possess Illinois license and appropriate non-resident licenses.