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Commercial Vehicle Account Representative in Cockeysville, MD at The Amynta Group

Date Posted: 7/5/2018

Job Snapshot

Job Description

PDP Group, a division of Amynta Group, is searching for a dynamic and experienced Account Representative in our Commercial Vehicle brokerage.

Summary:  Provide prompt service to insureds; service new/renewal commercial and personal lines policies. Assist producers in preparing and maintaining new and renewal account submissions and proposals.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

•     Responsible for servicing non-complex commercial accounts with limited supervision.

•     Perform supportive tasks for Senior Account Representatives and producers as assigned according to company guidelines.

•     Verbal and written communication with insureds and company underwriters.

•     Check endorsements and policies for accuracy.

•     Prepare various ACORD forms.

•     Enter and manage accounts in AMS including following up on AMS activities/diaries.

•     Obtain additional information to complete submissions.

•     Process new and renewal business submissions.

•     Set up files according to procedures.

•     Prepare insurance presentations, binders, certificates of insurance, ID cards, invoices.

•     Order and review motor vehicle records.

•     Research coverages and various insurance topics when needed.

•     Adhere to company workflow and system procedures.

•     Assist with development of workflow procedures as directed.

•      Assist with resolving accounting problems/collections when warranted.

•     Review and process policy audits.

•     Handle various duties as relates to reported claims.

•     Advise supervisor of accounts that do not adhere to guidelines or time frames.

Job Requirements


Minimum two year college degree preferred. One to four years related experience and/or training; or equivalent combination of education and experience.  Insurance 21, 22, 23/AINS designation or a strong working knowledge of all lines. Willingness to expand insurance knowledge through insurance related courses. Strong Excel skills.  Property and Causality licence is needed!!


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