Account Representative – Commercial Insurance

Dayforce

Account Representative providing customer service and support for existing commercial insurance accounts. Assisting with account retention, policy servicing, and soliciting new business opportunities.

Posted 7/27/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer service and support within the insurance industry, including policy management, client communication, and compliance with data standards. Proficient in negotiating coverage and pricing while maintaining accurate account information and assisting in collections.

Highest-signal resume keywords

Customer ServiceInsurance LicensePolicy ManagementNegotiation SkillsData Integrity

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Policy ReviewCoverage AnalysisApplication ProcessingCertificate PreparationClient Accounting Management

Soft Skills

CommunicationProblem-SolvingAttention to Detail

Tools & Technologies

Agency Management System

Certifications & Qualifications

Valid Insurance LicenseCompletion of One Insurance Class

Industry Keywords

InsuranceClient ProposalsRenewal ProcessContinuing EducationAccount Discrepancies

About the role

Key responsibilities & impact

Responsible for providing customer service and support to assist Producers and service team in supporting existing accounts and soliciting new business.
May negotiate prices, commissions, and/or coverages with carriers
Reviews policies, identifies deficiencies and determines appropriate level of coverage
Manages renewal process for expiring policies
Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including assisting in collections on past due accounts
Binds insurance coverage and prepares insurance binders
Assists with the preparation of presentations and/or proposals for clients
Gathers information for applications
Researches requests for information from underwriters
Composes correspondence to insured and/or underwriters
Inputs applications and creates letters, and other forms of correspondence
Prepares draft certificate templates for review and approval
Analyzes certificate requests and ensures clients needs are met
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
Other duties as assigned.

Requirements

What you’ll need

Associates degree or equivalent combination of education and experience
2 - 4 years related work experience
Valid insurance license and completion of one insurance class required
Must continue to meet Continuing Education requirements for license renewal
Encouraged to complete Career Path requirements as communicated by supervisor

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Dayforce Website LinkedIn All Job Openings 5001 - 10000 employees 👥 HR Tech ☁️ SaaS 🏢 Enterprise 💰 $1G Post-IPO Debt - Dayforce on 2024-03 HR Tech
SaaS
Enterprise Dayforce is a cloud-based human capital management (HCM) platform developed by Ceridian. It delivers payroll, HR, workforce management (time and attendance, scheduling), benefits administration, and talent management as a single SaaS application designed for businesses and enterprise customers. Account Representative – Commercial Insurance Job not on LinkedIn 🔥 2 minutes ago 🇺🇸 United States – Remote ⏰ Full Time 🟢 Junior 🟡 Mid-level 💰 Account Manager Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Responsible for providing customer service and support to assist Producers and service team in supporting existing accounts and soliciting new business.
May negotiate prices, commissions, and/or coverages with carriers
Reviews policies, identifies deficiencies and determines appropriate level of coverage
Manages renewal process for expiring policies
Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including assisting in collections on past due accounts
Binds insurance coverage and prepares insurance binders
Assists with the preparation of presentations and/or proposals for clients
Gathers information for applications
Researches requests for information from underwriters
Composes correspondence to insured and/or underwriters
Inputs applications and creates letters, and other forms of correspondence
Prepares draft certificate templates for review and approval
Analyzes certificate requests and ensures clients needs are met
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
Other duties as assigned. 🎯 Requirements
Associates degree or equivalent combination of education and experience
2 - 4 years related work experience
Valid insurance license and completion of one insurance class required
Must continue to meet Continuing Education requirements for license renewal
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