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Account Representative

Company: Ultimate
Location: Costa Mesa
Posted on: November 19, 2021

Job Description:

Are you analytical? We have a great Entry Level role as an Account Representative. We are looking for an Administrative Support to provide account management and act as a liason between departments. This role is for someone who exhibits professionalism, high attention to detail, and organizational skills. This is a full-time position.ESSENTIAL RESPONSIBILITIES

  • Quickly develop a command over the data and reports that are essential for new business and renewal quotations.
  • Generate reports monthly, quarterly and annually for new and renewal marketing, post renewal support/analysis, client special handling, and carrier and broker requirements.
  • Aggregate corporate data to enhance -overall command of underwriting and claim data to enable Product Management to better understand analytical drivers of results.
  • Quote premiums for new business using proprietary TIMS -
  • Prepare submissions for each renewal.
  • Update account profile information in system.
  • Run catastrophe reports based on defined criteria and segregate data for transmittal.
  • Review policies and endorsements against checklist(s)
  • Make first report of claims to appropriate insurance carriers.
  • Scan and document Department files including policies, endorsements, faxes, applications, marketing files.
  • Support Account Management team to ensure over all client, broker and carrier satisfaction by performing general support tasks as needed.
  • Demonstrate professionalism and an interest in opportunities to learn and understand the business. Follow all procedures in accordance with -Company Procedure Manual.EDUCATION REQUIREMENTS
    • Bachelor's degree (preferable with a major in Business, Economics, Marketing orWe are an equal opportunity employer and make hiring decisions based on merit. Recruitment, hiring, training, and job assignments are made without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, or any other protected classification. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

Keywords: Ultimate, Costa Mesa , Account Representative, Other , Costa Mesa, California

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