Associate Account Representative

Ohio Farmers Insurance Company • Seville, OH • 6h ago

Job Summary:
The Associate Account Representative is responsible for performing non-customer contact service, reviewing data entry and administering quality control on customer accounts. The role is responsible for supporting tasks associated with planning, preparation, documentation, and on-boarding of the new programs, as well as the ongoing relationship with the customers. The role also executes strategies to help build stronger relationships with current customers and new ones.
Job Responsibilities:
Performs non-customer contact service, reviews data entry and administers quality control on respective accounts.
Works with Account Managers to understand the customer's requirements and are responsible for ensuring customers' requirements are defined and documented.
Supports the creation of an implementation project plan to identify key milestones & deliverables regarding criticality, downstream impact if dates are missed and determine alternative/mitigating actions.
Supports identifying potential risks within the project and activities across internal teams to ensure the program deliverables are on track and understood.
Gathers information that may affect area of responsibility, such as changes in customer ownership, new affiliations, and targets of opportunities for new growth, customer's changing requirements, and continually communicates these strategies to Key Account Leadership.
Ensures basic information of each customer is documented so that in event of absence, all routine tasks will be maintained, and business critical activities can continue with no significant disruption to the customer.
Researches endorsements and cancellations, without open activity, and other complex or unexpected new policy situations, to determine accuracy.
Researches non-downloaded renewals, from outstanding expiration list, and updates management system. Researches renewal premium increases upon request from Account Representatives.
Creates closed agency customers moved to service center and advises Account Representatives of upcoming non-renewals and mid-term cancellations.
Documents work with appropriate activities in the management system and fully utilize carrier software, agency management system and other software tools. Answers technical questions for Account Representatives and researches issues as requested.
Job Qualifications
0-2 years of experience in Account Management, Business, Sales, Distribution Management, or a related field.
High School Diploma or General Education Diploma (GED) and/or commensurate experience.
Licenses and Certifications
Certified Sales Professional (CSP) (Preferred)
Behavioral Competencies
Collaborates
Communicates Effectively
Customer Focus
Decision Quality
Nimble Learning
Technical Skills
Sales Support
Customer Advocacy
Customer Needs Analysis
Customer Service
Sales Operations
Sales Account Management
Data Analysis and Reporting
Insurance Operations
Customer Relationship Management
Direct Sales
This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.
Founded in 1848, Westfield is a global leader in property and casualty insurance, delivering superior risk insights and innovative solutions to customers through a diverse portfolio of insurance products. Westfield underwrites commercial, personal, surety, and specialty lines of coverage through a network of leading independent agents and brokers in the United States and specialty products through Lloyd's of London Syndicate 1200. As a mutual insurance company with more than 3,000 employees, Westfield has revenues in excess of $4

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