Account Representative Commercial 2
Commercial Property and Casualty Insurance Brokerage. Services Commercial Property and Casualty Insurance policies.
Coordinates customer service process for assigned commercial property & casualty customers, in close coordination with the Account Executive. Duties include: responding to inquires and requests for information; invoicing; preparing and/or reviewing and analyzing technical documents to assure accuracy and completeness; inputting and maintaining accuracy and completeness of policy management systems and files; assisting in the development and administration of customer service plans and risk financing plan recommendations, including outlining specifications to market coverage and pricing to carriers; and assisting in development of presentations to customers and prospects. May assist with developing and implementing claims handling instructions and loss control programs.
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 all 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.
- 2+ years of insurance experience
- 2+ years of commercial insurance experience
- Property & Casualty Insurance Licenses
- 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
- Designated insurance license requirements must be completed within 180 days of hire date. Compliance with state law requirements is required.
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.
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