Westfield Insurance ยท 7 hours ago
Personal Lines Account Representative
United States
Full-time
Remote
Entry, Mid Level
2+ years expWestfield Insurance is a global leader in property and casualty insurance, and they are seeking a Personal Lines Account Representative to contribute to their customer service team. This role involves performing 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
Collaborates
Customer focus
Communicates effectively
Decision quality
Nimble learning
Sales Operations
Customer Advocacy
Sales Support
Customer Relationship Management
Direct Sales
Sales Account Management
Data Analysis and Reporting
Customer Service
Customer Needs Analysis
Insurance Operations
Company
Westfield Insurance
Founded in 1848, Westfield is a global leader in property and casualty insurance, delivering superior risk insights and innovative solutions to customers through a diverse portfolio of insurance products.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Joe Kohmann
Chief Financial Officer & Treasurer
Amy Larsh
Executive Assistant to the President, CEO & Board Chair
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