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The Commercial Lines Account Associate is an entry level, no experienced required position and is responsible for providing technical support by maintaining accurate and updated policy information in client accounts, processing requested transactions, and performing administrative duties. All work is performed within agency standards and guidelines.
Assists Account Managers in providing exceptional service to clients by completing assigned tasks in a timely and accurate manner.
Processes endorsements, audits, company requests for additional information and checks new and renewal policies for accuracy.
Maintains accurate and up-to-date data in agency management system according to agency workflows.
Interacts with others effectively and professionally by utilizing good communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency.
Positively represents the department to clients, colleagues and the community by projecting a professional image in communications, behavior and appearance
Overtime work, as needed.
Other duties as assigned.
High school diploma or equivalent work experience
Experience and proficiency using Microsoft Word and Excel
Excellent verbal and written communication skills
Ability to work with numbers including basic calculations
Organizational and time management skills
Ability to work in a team environment
Self-starter with the ability to be flexible
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws.
BXSI is in the top-100 Business Insurance list of premier brokers. Established in 1882, BXSI is built on a foundation of integrity and respect. Now comprised of more than 600 team members, BXSI serves clients of all sizes and industries locally, regionally and globally.