Personal Lines Account Representative

🕒 6 days ago

🏈 Ohio – Remote

🏈 Ohio – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

🚫👨‍🎓 No degree required

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Westfield Insurance

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🛡️ Insurance

🤝 B2B

👥 B2C

Insurance • B2B • B2C

Westfield Insurance is a mutually owned insurance company that provides a broad range of personal and commercial insurance products and services. Founded in 1848 and A-rated by AM Best, Westfield offers business coverages (commercial auto, property, umbrella, cyber, workers' compensation, BOP, inland marine, surety bonds), personal lines (homeowners, auto, high-value homes, condo, flood, umbrella), and specialized farm & agribusiness and specialty insurance. The company emphasizes financial strength, community commitment, digital customer tools (MyWestfield®), and value-added services such as bundled safety sensor service (Ting) for eligible policyholders.

📋 Description

• Perform customer service activities for agents and clients through incoming calls and emails • Answer coverage, policy change, quote, billing, claims, certificate, underwriting, and other customer inquiries • Conduct periodic account reviews and strengthen existing accounts with additional coverage • Resolve disputes between customers, the company, agencies, and other parties while communicating progress • Work with agencies on critical events and follow agency instructions within guidelines and procedures • Write generally simple bonds and handle renewals, cancellations, and non-renewals • Document work in the management system • Support the insurance team and respond to underwriting requests for customer information • Use company software, agency management systems, underwriting guidelines, forms, manuals, and other tools • Share knowledge of industry updates and stay informed about state-specific guidelines and requirements • Work with Account Managers to define and document customer requirements • Support implementation project plans, milestones, deliverables, and mitigation actions • Identify project risks and coordinate across internal teams to keep program deliverables on track

🎯 Requirements

• 2–5 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 • Insurance Producer License • 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

🏖️ Benefits

• Work in ways that drive success • Growth opportunities • Collaborative culture • Employee empowerment to bring ideas forward and help shape what comes next