Personal Lines Account Representative

Westfield Insurance

Personal Lines Account Representative supporting customers and agents for Westfield, a property and casualty insurance company. Handling policies, claims, renewals, coverage, and implementation support.

Posted 8/12/2026full-timeRemote • Ohio • 🇺🇸 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, Account Management, and Insurance Operations, with a strong focus on Customer Advocacy and Sales Support. Proficient in Data Analysis and Reporting to enhance customer relationships and drive sales success.

Highest-signal resume keywords

Insurance Producer LicenseCustomer Relationship ManagementSales Account ManagementData Analysis and ReportingCustomer Needs Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementSales OperationsInsurance OperationsCustomer ServiceSales Support

Soft Skills

Customer AdvocacyDispute ResolutionCommunication

Tools & Technologies

Agency Management SystemsManagement System Software

Certifications & Qualifications

Insurance Producer License

Industry Keywords

Underwriting GuidelinesPolicy ChangeClaims ManagementCoverage AnalysisState-Specific Guidelines

About the role

Key responsibilities & impact

Perform customer service activities for agents and clients through incoming calls and emails
Answer coverage, policy change, quote, billing, claims, certificate, underwriting, and other customer inquiries
Conduct periodic account reviews and strengthen existing accounts with additional coverage
Resolve disputes between customers, the company, agencies, and other parties while communicating progress
Work with agencies on critical events and follow agency instructions within guidelines and procedures
Write generally simple bonds and handle renewals, cancellations, and non-renewals
Document work in the management system
Support the insurance team and respond to underwriting requests for customer information
Use company software, agency management systems, underwriting guidelines, forms, manuals, and other tools
Share knowledge of industry updates and stay informed about state-specific guidelines and requirements
Work with Account Managers to define and document customer requirements
Support implementation project plans, milestones, deliverables, and mitigation actions
Identify project risks and coordinate across internal teams to keep program deliverables on track

Requirements

What you’ll need

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
Insurance Producer License
Sales Support
Customer Advocacy
Customer Needs Analysis
Customer Service
Sales Operations
Sales Account Management
Data Analysis and Reporting
Insurance Operations
Customer Relationship Management
Direct Sales

Benefits

Comp & perks

Work in ways that drive success
Growth opportunities
Collaborative culture
Employee empowerment to bring ideas forward and help shape what comes next