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Commercial Insurance Associate

Company: First Service
Location: Roseville
Posted on: June 11, 2021

Job Description:

Leading Insurance Company, First Service Insurance, an AssuredPartners company, is seeking an Insurance Associate (Account Representative) to add to their Commercial Lines team!

Salary: Full-time $18/hr to $21/hr + full benefits (non-exempt)

Location: 215 Estates Drive, Suite 1, Roseville, CA  95678 (This is an in-office role. We are remote due to COVID until the summertime.)

Work Hours: Monday through Friday 8:30 AM to 5:30 PM CST (full-time exempt)


Insurance Associate Role Summary:

The Insurance Associate (Account Representative) is responsible for providing sales support at the direction of the Account Executive. The Insurance Associate provides customer service by handling the day to day operations of clients' insurance needs. The Insurance Associate works will work with the Producer, Senior Account Executive, and Account Executive to design proper insurance and risk management services for clients.


Insurance Associate Insurance Requirements:

  • To perform this job successfully, an individual must be able to perform each essential duty satisfactorily                                  
  • High school diploma or general education degree (GED); or one-year related experience and/or training; or equivalent combination of education and experience. Post-secondary degree preferred.
  • Full knowledge of insurance markets preferred
  • Experience with issuing Certificates of Insurance a plus
  • Account support experience in Commercial Lines Insurance within a retail insurance agency a plus (or a Personal Lines role a plus)
  • State Property and Casualty License or the ability to obtain license within 90 days of hire
  • Computer Skills - Proficient in internet research; spreadsheet software (Excel), PowerPoint, word processing software (Word), and Microsoft Outlook


Insurance Associate Responsibilities Include:

  • Develops complete client information and applications for new and renewal business under the direction of the Producer, Senior Account Executive, or Account Executive.   Identifies and requests renewal exposures. Guides clients through the renewal process, in conjunction with the Producer, Senior Account Executive, or Account Executive, and submits requests to carriers according to the renewal process timetable, follows up with carrier underwriters and completes the appropriate renewal per Agency procedures. Reviews experience modifiers.
  • Processes change requests/endorsements, binders, certificates, account summaries, proposals, policies, lost policy releases, audit, and account balance status when requested. Ensures that these items are given to client in a timely manner. Initiates appropriate correspondence with carriers and clients. Responds to requests from clients and insurance companies.
  • Maintains files with proper records according to company procedures. Maintains good internal file audit results.
  • Assists in the development of strong business relationships with appropriate insurance carrier personnel. Recognizes and satisfies carrier goals and objectives in order to enhance business relationships.


About AssuredPartners:

AssuredPartners is the fastest-growing independent insurance agency in the U.S. Founded in 2011 as a national partnership of leading independent property and casualty and employee benefits brokerage firms, AssuredPartners is now one of the largest brokers in the nation after acquiring over 325 agencies. AssuredPartners has approximately 7,000 team members and offices in 40 states and two countries reaching 1.5 billion dollars in revenue. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees.

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Keywords: First Service, Roseville , Commercial Insurance Associate, Other , Roseville, California

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