Senior Account Representative, Personal Lines
Cisco
full-time
Posted on:
Location Type: Hybrid
Location: Blue Ash • Ohio • United States
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Job Level
About the role
- Serves as a primary point of contact for assigned groups of large or moderately complex personal lines accounts, ensuring timely and accurate service delivery
- Manages day-to-day complex clients’ needs including policy changes, certificates of insurance, and billing inquiries
- Coordinates with Account Managers and Producers to prepare renewals, proposals, and coverage summaries
- Maintains strong relationships with clients by providing responsive, knowledgeable, and solutions-oriented service
- Collaborates with insurance carriers to obtain quotes, resolve issues, and process endorsements
- Ensures data integrity, overseeing accurate maintenance of client records in the agency management system
- Educate clients on coverage options and recommend appropriate insurance solutions
- Drives account retention and growth, proactively managing renewals and supporting seamless client onboarding and account setup and documentation
- Proficient in personal lines new business quoting; assists with agency generated opportunities and Producer referred prospects; markets submissions to carriers, prepares proposals and coverage comparisons
- Performs other duties as assigned
Requirements
- Associate degree in Business Administration, Accounting, Communications, or a related field or equivalent experience
- Generally, a minimum of 6 years of experience in personal lines insurance, preferably in a brokerage or agency setting
- Insurance licensure required
- Demonstrates advanced communications skills to build and leverage effective customer relationships and explain products and services
- Demonstrated ability to work collaboratively with Producers and insurers
Benefits
- We offer competitive benefits packages for full-time and part-time employees*
- Full-time employees have access to medical, dental, and vision coverage
- Wellness plans
- Parental leave
- Adoption assistance
- Tuition reimbursement
- Paid Time Off and paid holidays
- 401(k) plan with company match
- Employee stock purchase plan
- Commuter benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
personal lines insurancepolicy changescertificates of insurancebilling inquiriesrenewalsproposalscoverage summariesdata integrityclient records maintenancenew business quoting
Soft Skills
communication skillsrelationship managementsolutions-oriented servicecollaborationcustomer relationship buildingproactive managementeducational skills
Certifications
insurance licensureAssociate degree in Business AdministrationAssociate degree in AccountingAssociate degree in Communications