Westfield Specialty Insurance · 3 months ago
Personal Lines Account Representative
Westfield Center, OH, United States
Full-time
Onsite
Entry, Mid Level
2+ years expWestfield Specialty Insurance is a company that values trust, collaboration, and doing what's right. The Personal Lines Account Representative is responsible for a variety of customer service activities for agents and clients, including answering inquiries, handling renewals, and building relationships with customers.
Insurance
Responsibilities
Performs a variety of customer service activities for agents and clients such as handling a variety of incoming customer calls and emails including the following, answering inquiries from customers including coverage questions, policy changes, quotes, billing issues, and other issues, taking incoming claims calls and handling appropriately based on type of claim and handling certificate requests including related coverage updates, special language requests and underwriting issues
Conducts account reviews periodically and enhances and strengthens existing accounts as needed with additional coverage
Resolves disputes between customers, company, agencies and others while keeping appropriate parties informed of progress
Works closely with agencies on advising agencies of critical events and follows agency's instructions within guidelines or procedures, writing generally simple bonds for customers as well as handling renewals, cancellations and non-renewals with care, legally saving all accounts when possible
Documents work with appropriate activities in the management system
Serves as a resource to Company's insurance team, whenever possible, and cooperatively responds to underwriting requests for additional customer information
Utilizes company software and resources, agency management system, and software tools as needed to perform tasks and obtain necessary information (e.g. underwriting guidelines, forms, manuals)
Shares knowledge of industry updates (carrier changes, market trends, products) and stays informed of state-specific guidelines and requirements (coverages, underwriting rules, procedures, laws)
Works with Account Managers to understand the customer's requirements and are responsible for ensuring customers' requirements are defined and documented
Supports the creation of an implementation project plan to identify key milestones deliverables regarding criticality, downstream impact if dates are missed and determine alternative/mitigating actions
Supports identifying potential risks within the project and activities across internal teams to ensure the program deliverables are on track and understood
Qualification
Required
2 - 5 years of experience in Account Management, Business, Sales, Distribution Management, or a related field
High School Diploma or General Education Diploma (GED) and/or commensurate experience
Company
Westfield Specialty Insurance
Westfield Specialty is a prominent specialty insurance carrier, leveraging the financial strength of Westfield, a leading U.S.-based property and casualty insurance company and the well-established Lloyd’s of London Syndicate 1200.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Brad Kass
Chief Operations Officer
Manoj Jain
Chief Information Officer
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