Account Representative – Commercial Insurance

Dayforce

Account Representative managing commercial insurance accounts and providing service and support to Producers. Engaging in customer service while seeking 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, with a strong focus on managing insurance policies, negotiating with carriers, and ensuring compliance with data integrity standards. Proficient in preparing proposals and presentations while maintaining accurate client records.

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 ReviewApplication ProcessingQuote PackagingRenewal ManagementCertificate Analysis

Soft Skills

CommunicationProblem-SolvingAttention to Detail

Tools & Technologies

Agency Management System

Certifications & Qualifications

Valid Insurance LicenseCompletion of Insurance Class

Industry Keywords

InsuranceClient AccountingUnderwritingCommissionsCoverage Negotiation

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
Packages and markets applications to various carriers to obtain quotes
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 offered by Ceridian. It integrates payroll, HR, benefits administration, talent management, workforce management (time and attendance, scheduling), and related workforce processes into a single SaaS application aimed at business customers. Account Representative – Commercial Insurance Job not on LinkedIn 🔥 7 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
Packages and markets applications to various carriers to obtain quotes
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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