Position:        Account Representative – Walton Team
Reports to:    Vice President/AE
Function:       Provide Support to Account Manager(s) and Account Executive(s).

Minimum Qualifications:  2-4 years of insurance experience, insurance license or become licensed.  Strong computer skills - especially Microsoft Excel, Word and Insurance Agency Management Systems.

Responsibilities:

• Handle premium and non-premium bearing endorsements, audits and other policy transactions as assigned.  This will include checking for accuracy and invoicing.  Transmit to the insured, all policy changes with appropriate premium billings.
• Maintain and process current policy information through the utilization of Agency Automation System and Excel spreadsheets.
• Prepare premium and loss summaries using Excel spreadsheets.
• Prepare and maintain Master Insurance Location Schedules of exposures using Excel.
• Prepare and maintain Insurance Summaries and Policy Registers.
• Prepare policy expiration sheets.
• Assist in premium allocations by multiple location using Excel spreadsheets.
• Assist in follow-up as directed by Account Executive and other Team members.
• Establish and maintain client files in accordance with file procedure.
• Assist AE and Team in assigned tasks relating to due diligence for client’s new acquisitions.
• Prepare and submit any reports as requested by management.
• Prepare miscellaneous bonds as needed by client.
• Prepare and issue Automobile ID Cards.
• Verify the commission rate on all policies, endorsements and audits to be billed.
• Prepare Certificates of Insurance.
• Tracking of Certificate of Insurance expirations for JMB non-brokered coverage.
• Obtain loss runs via on-line carrier RIMS systems and assist in preparation of Loss Summaries and Loss Analysis.
• Assist in the preparation of submissions at the direction of the AE
• Assist in preparation of proposal and exhibits in preparation for client presentations. Invoice billing on renewals and new business, and confirm to the insured in writing. 
• Monitor and follow up on open weekly account receivables
• Monitor and maintain diary suspense for policy issuance and log in receipt for policy review
• Calculation and tracking of monthly broker service fee schedules and billings
• Respond to all client inquiries in a timely manner

While some in the industry look ahead with questions and doubt, we look ahead with confidence as we continue our journey to an even more successful future. That is why it is so important that we attract, retain and develop the best people in our business, and provide them with meaningful opportunities for professional growth and success. Inter-department transfers/promotions are part of the strategic development of talent within JMB Insurance. Employees are encouraged to speak with their current supervisors, first, about how best to plan for job growth within their own department. Career development through alternative positions outside your department can contribute to your own professional success, as well as the success of the Agency overall.

Candidates should forward a cover letter, resume and salary expectations to receive full consideration to careers@jmbins.com.