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Commercial Lines Account Representative

   Closing Date: Aug. 22, 2014

Job Location: Schenectady - Schenectady County
Employment Type:Full Time
Benefits:Partially paid health and dental insurance, flexible spending accounts, 401(k) with employer match, tuition assistance, paid time off and holidays, and a FREE employee fitness center!


Tired of having just a job?
Discover your professional purpose with
SEFCU Mortgage Services, a subsidiary of SEFCU!

Join a team dedicated to providing outstanding service and making a difference in the lives of our members and the community…
Experience Banking with a Purpose from the inside out!


The Commercial Lines Account Representative will identify, contact, and develop prospective clients, and oversee clients’ business in the commercial lines of insurance, following SEFCU and NYS practices. Immediate opportunities are available in Schenectady.

• Growing and developing talents and insurance knowledge to highest level possible; providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing commercial accounts
• Service Commercial Lines accounts as required
• Collect premiums per established procedures
• At the direction of Producer, prepare company submissions for new business quotes and prepare proposals of insurance for new Commercial Lines clients, including visits to clients with Producer when requested
• Initiate, screen and prepare endorsement requests for Commercial Lines clients.
• Prepare and process cancellations when required
• Prepare and process all requests for certificates of insurance as required within 24 hours of request
• Review all applications, policies, endorsements and audits for accuracy
• Set up and prepare new account files per agency procedures
• Invoice all premium-bearing transactions
• Notify Producer of any unpaid audits and request appropriate actions be made according to agency collections procedure
• Prepare account summaries as required
• Prepare ID cards, evidence of property, certificates, binders, and/or obtain underwriter approval on manuscript endorsements
• Deliver policies and related documents to insured’s as needed.
• Maintain suspense items in a timely manner
• Prepare expired policies for filing in dead files
• Keep current on rates, forms and coverage changes through circulars, bulletins, trade publications, seminars and schools offered
• Participate in seminars and classes for skill and knowledge development.
• Maintain all client activity in the agency automation system
• Service commercial lines accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures
• Prioritize work load and/or request for assistance as required
• Assist other agency departments in securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client
• Meet with clients to discuss and handle their insurance needs
• Assist Claims Department in providing coverage information
• Keep Producers fully informed of all important activities on their accounts
• Obtain expiration dates for policies not written by us to follow-up on and quote
• Assist other departments and Producers in cross-selling and account rounding
• Immediately report all malfunctions of system software to the systems manager
• Responsible for establishing and meeting both personal and office sales objectives
• Assume other job responsibilities as assigned by Producer or department manager
• Other duties as needed


Credentials, Experience and Skills
•Have an Associate's or Bachelor's Degree (Desired)
•Maintain a NYS Insurance Agents and Brokers Insurance license
•Have at least three years of Commercial Lines insurance experience with a concentration in sales
•Be career-oriented looking for growth opportunity
•Have experience with Applied/TAM or similar agency management experience
•Be able to customize insurance programs to suit individual customers, often covering a variety of risks
•Have a strong work ethic and an aspiration for a leadership position
•Be goal-oriented and view goal challenges as an opportunity
•Enjoy developing client/company relationships
•Be a self-starter and possess creativity, product knowledge, prospecting skills, general math skills, and excellent organizational skills to handle high call volume and compliance-related tasks
•Have the desire to be part of a fun team looking to make a difference in the lives of our members and communities!

Equal Employment Opportunity Affirmative Action Employer Minority/Females/Veterans/Disability

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