Senior Account Representative - CL (Remote)

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Posted 2 days ago United States Salary undisclosed
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Job Description

Company Summary

Joining AssuredPartners offers you the opportunity to excel at one of the fastest growing independent companies in the industry. You will experience collaboration with a team that places value in our collective vision and culture of community, respect, and trust. While being encouraged to promote innovative ideas, you will be provided the support to make those ideas a reality. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees to learn and mentor with top leadership for continued professional and personal development. Additionally, you can count on excellent benefits, a comprehensive PTO plan & floating holidays, uncapped career growth, and the best people in the industry. You can learn more about our career paths and support for DEI initiatives here: .

Job Summary

The Senior Account Representative is a hybrid position that is responsible for maintaining and growing a smaller book of business. This position provides a high level of support at the direction of Account Executive and Producer along with direct customer service to clients. Duties include working with Producer to design proper insurance/risk management services for clients along with customer service in coordination with other agency personnel. The Senior Account Representative has product knowledge and is familiar with products offered by carriers. The Senior Account Representative assists in production and renewal of accounts and can assist clients with service needs and making changes to existing accounts. In addition, this position is responsible for administrative support for Account Executives and Senior Account Executives.

The Ideal Candidate

You enjoy problem solving with great, customer-service minded solutions

Teamwork is part of your DNA and you are looking for a great opportunity to be a part of a team, learn from senior team members, and have a great career path

You have great communication skills (verbal & written) and are analytical in your work

If this sounds like you, we invite you to keep reading and apply!

Essential Duties and Responsibilities

Please note that the duties below can vary based on the workflow of your local office.

Designs insurance and risk management plans as assigned/directed by Producer or Account Executive.

Guides clients through the renewal process, which may include requesting renewal exposures, submitting requests to carriers based on renewal timetable.

Assists in the development of strong business relationships with insurance company personnel to enhance business relationships.

Meets directly with clients in conjunction with other team members. Has the ability to negotiate lines of insurance with carrier and sales to clients.

Other duties as assigned.

Travel is expected to be 25% in this role.


Advanced degree from college or technical school; or 4-8 years of related experience and/or training; or equivalent combination of education and experience

Property and Casualty License

1-3 years of experience of independently managing a book at an insurance agency

Tech savvy; ability to navigate multiple systems including Agency Management Software

Intermediate skills in Microsoft Office products