Commercial Lines Account Representative - Frost Insurance Agency
Core
Review policies and policy changes for accuracy, process alterations, invoice clients, and issue certificates of insurance to support producers and account managers.
Role type
Commercial Lines Account Representative
Builds
Policy documents, invoices, certificates of insurance, and renewal summaries for commercial clients
Domain
Insurance (Property & Casualty)
Required skills
Policy review, policy alteration processing, invoicing, certificate issuance, billing follow-up, loss run ordering, Microsoft Office proficiency
Preferred skills
Bachelor's degree in finance or accounting
Technologies
Microsoft Office
Responsibilities
Review policies and policy changes for accuracy and completeness; Request and process policy alterations with insurance carriers; Invoice and deliver policy documents to clients; Issue certificates of insurance and evidence of coverage; Follow up on billing notices and non-payments; Work with Account Managers to issue renewal summaries; Assist in preparation of account remarketing by ordering Loss Runs