Small Business Account Representative

Supervisor:  Dave Williams

Essential Functions:

  • Prefer candidate to have Property & Casualty license.
  • Prefer candidate to have several years of experience.
  • Assigned to handle a book of business in our small business department. Small business is currently defined as accounts with premium size under $20,000.
  • Must be trained to use HMK Management system, AMS360, and electronic document management system.
  • Must have working knowledge of Microsoft Word, Excel and Outlook.
  • Must have knowledge and ability to work with various insurance carrier products, carrier websites and rating systems.
  • Work as a team with HMK producer(s) to handle all policy-related activities on assigned accounts including but not limited to the following:
    • Follow producers’ instructions to manage renewals lists each month
    • Market renewals and new business accounts and provide quote analysis for producers
    • Assist with preparation of policy coverage summaries/proposals
    • Manage policies, endorsements and audits
      • Check all policy documents
      • Update management system to reflect policy coverages
      • Invoice agency bill policies and changes
    • Daily interaction with clients to receive policy change requests and respond to questions regarding policy changes and coverages.
    • Daily interaction with insurance carriers to request endorsements, order policies, negotiate pricing and respond to carrier requests for additional information.
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