Large Lines Insurance Specialist

1 week ago


Perth, Western Australia beBeeInsurance Full time $85,725 - $114,269
Commercial Lines Representative Opportunity

We are seeking a seasoned Commercial Large Lines Account Representative to enhance our sales efforts. This individual will leverage their expertise in commercial insurance lines to develop and execute strategic plans for client growth.

Key Responsibilities:
  • Collaborate with clients to identify and address their insurance needs
  • Conduct thorough renewal reviews, providing coverage recommendations
  • Ensure accurate data entry into the management system
  • Develop and present renewal proposals
  • Establish 'Master' Certificates in the management system for the renewal term
  • Review audits for discrepancies, advising producers of changes exceeding 10%
  • Work with accounting, insurance companies, clients, and/or their accountants to resolve audit disputes
  • Cross-sell agency services to existing clients
  • Process billing efficiently
  • Monitor and follow up on pending items
  • Document the management system accurately
  • Meet with clients as needed, in coordination with producers
  • Support other Account Executives, Assistant/Account Managers as needed

This role requires strong communication skills, experience with Applied Epic (preferable), proficiency in Microsoft Office Suite, and the ability to stay current on industry developments and regulations. A valid insurance license is mandatory.



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