Account Representative Commercial 1

Job Description

Under guidance, provides day-to-day administrative and technical support to an assigned group of commercial property and casualty prospects/customers. Duties include: responding to prospect/customer inquiries and requests for information; processing applications and renewals; routine invoicing and tracking receivables, checking documents for accuracy; inputting data; maintaining files; assembling documents and preparing materials for meetings with customers and prospects. May assist with resolving accounting discrepancies and marketing efforts.

Team members support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following, and adhering to and if applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Required Qualifications

  • 1+ year of customer service experience

Desired Qualifications

  • Basic Microsoft Office skills
  • Strong attention to detail and accuracy skills
  • Good verbal, written, and interpersonal communication skills
  • Effective organizational, multi tasking, and prioritizing skills
  • Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
  • Ability to follow policies, procedures, and regulations
  • 1+ year of commercial insurance experience
  • Commercial insurance experience
  • Property & Casualty Insurance Licenses
  • Knowledge and understanding of commercial lines insurance

Job Expectations

  • Designated insurance license requirements must be completed within 180 days of hire date. Compliance with state law requirements is required.

Disclaimer

All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

0041652 WHOLESALE BANKING


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