Commercial Lines Account Representative

Job not on LinkedIn

November 21

🏈 Ohio – Remote

Although this job is listed in Ohio, this company may be open to hiring remote in other states.

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

🚫👨‍🎓 No degree required

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Westfield Health

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Healthcare Insurance • Wellness • B2B

Westfield Health is a provider of health and wellbeing solutions dedicated to improving the quality of life of individuals and the communities they serve. Established in 1919, the company offers a range of services including health cash plans, private health insurance, mental health support, and corporate wellbeing strategies tailored to enhance employee engagement and productivity. Westfield Health aims to empower customers and businesses with effective health management tools and promotes a proactive, preventative approach to wellness.

201 - 500 employees

Founded 1919

⚕️ Healthcare Insurance

🧘 Wellness

🤝 B2B

📋 Description

• Performs a variety of customer service activities for agents and clients. • Conducts account reviews periodically and enhances and strengthens existing accounts. • Resolves disputes between customers, company, agencies, and others. • Works closely with agencies on advising agencies of critical events. • Documents work with appropriate activities in the management system. • Serves as a resource to Company's insurance team. • Utilizes company software and resources as needed to perform tasks. • Shares knowledge of industry updates and stays informed of state-specific guidelines and requirements. • Supports the creation of an implementation project plan.

🎯 Requirements

• Valid Property-Casualty agent license required first day of employment. • 2 or more years of experience servicing commercial small business in a non-producing role. • Experience in a fast-paced, high call/email volume environment with the ability to multi-task. • Strong data entry/typing skills. • Excellent oral and interpersonal communication skills. • Strong math skills. • Understanding of general business flows, procedures, and systems. • Experience with word processing, spreadsheets, and other standard office automation software packages. • Experience handling confidential information. • Valid driver’s license and a driving record that conforms to company standards. • High school graduate, GED or demonstrated commensurate experience.

🏖️ Benefits

• Health insurance • retirement plans • paid time off • flexible work arrangements • professional development