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Intern - Account Representative - Highland Capital

Company: Valley Bank
Location: Wayne
Posted on: May 5, 2021

Job Description:

The Account Representative ensures that organizational services consistently meet client needs. This person will work independently and is responsible for assisting Account Execs, Account Managers and/or Dept Manager with personal lines servicing. Typically, they will not handle an assigned book of business independently. Responsibilities include but are not limited:

  • Assist with the servicing of a personal lines accounts as directed by Dept Manager.
  • Prepare coverage comparisons as assigned by Manager. May have some direct contact with clients and assisting clients with understanding of policy coverages.
  • Enter client information into the Epic system and create policy quotes within the PL Rater system.
  • Assist with renewals to ensure they are issued according on a timely basis and in accordance with prescribed workflows. This includes detailed documentation in Epic system.
  • Assist in handling of servicing requests and may have direct contact with company underwriters. May involve training of other personal lines staff members as well as participation in training of new employees.
  • Reliance on industry experience and judgement to plan and assist in accomplishing department goals as set by department manager and senior management.

Keywords: Valley Bank, Wayne , Intern - Account Representative - Highland Capital, Other , Wayne, New Jersey

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