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Personal Lines Associate Account Representative

Posted: 03/07/2024

General Job Description
The Personal Lines Associate Account Representative is an energetic professional interested in helping our business grow through constructive, empathetic conversations and by providing remarkable customer service. This individual must be a self-starter who thrives in a fast-paced, team environment and who may want to develop the skills necessary to become an Account Representative or a Senior Account Representative. The successful Personal Lines Associate Account Representative will communicate and coordinate with their colleagues in their specific division and in our overall organization to deliver optimal levels of care for our clients and to achieve divisional and organizational objectives.  With this backdrop in mind, the Personal Lines Associate Account Representative communicates directly with clients, prospects, partners and vendors through a variety of channels in order to educate, problem solve, process, identify solutions and create calm depending upon situational demands. As a representative of the organization, the Personal Lines Associate Account Representative aligns personally with the organization’s values as reflected in the LD&B BLUEprint and models these values on a daily basis.

Essential Duties & Responsibilities
  • Learn the nature of the personal lines insurance marketplace to meet the needs of client preferences.
  • Maintain a positive, empathetic and professional demeanor toward customers, colleagues and vendors at all times.
  • Demonstrate continuous improvement in communication and customer relationship skills and in understanding how to utilize the division’s products and services to meet clients’ needs.
  • Manage a smaller-sized or less complex group of clients and cooperate with colleagues to serve all clients within the division.
  • Provide prompt, accurate, courteous and customer-focused service to clients. Service includes responding to questions, resolving complaints, processing requests, providing information, researching problems and developing solutions.
  • Provide feedback to the Division manager concerning the efficiency and effectiveness of the customer service process and collaborate with others in the division to develop, implement and meet division goals.
  • Maintain accurate, complete and timely records of all activity in the appropriate agency and partner data management systems.
  • Maintain a strong work ethic with a total commitment to success and consistently demonstrate our BLUEprint values every day.
  • Other duties as assigned.
Education, Requirements, Qualifications & Skills
  • High school diploma or equivalent required.
  • Prior customer service experience preferred, but not required. 
  • Current appropriate licenses, certifications or credentials necessary and applicable to the division, including maintenance of same, or the ability to obtain these licenses, certifications or credentials. 
  • Must be a self-starter and capable of completing tasks with little or no supervision.
  • Exceptional oral and written communications skills.
  • Strong organizational, analytical and problem solving skills.
  • Ability to understand and adhere to all requirements related to information security, privacy and confidentiality at all times.