Personal Lines Marketing Account Representative

Job Description

Principal Job Objective

Efficiently provides all the marketing insurance needs to Walsh Duffield Companies, Inc. Personal Insurance Division clients in a professional and timely manner.

Major Responsibilities

  • Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
  • Keeps informed regarding industry information, new product information, coverage and technology to continuously improve knowledge and stay current.
  • Maintains a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts.
  • Interacts with others effectively by utilizing good communication skills; cooperates positively and provides information and guidance as needed to contribute to the business efforts of the agency.
  • Maintains and updates technical manuals and understands their use to perform technical tasks and expedite customer service requests.
  • Performs other miscellaneous duties as assigned by agency management.

Daily Responsibilities

  • Quote and sell Personal Lines policies.
  • Actively solicits increases in coverage or rounding out accounts through sales to clients at every service contact.
  • Completes applications for insurance.
  • Receive and place telephone calls to clients and companies
  • VIP reviews including preparation of materials for VIP Coordinators, face to face meetings and remarketing if needed.
  • Actively refers clients to Benefits Planning Division and Commercial Insurance Division for solicitation of new business.
  • Remarkets renewals at account executives request.
  • Maintain customer’s account on agency automation system, documenting conversations in notes, sending confirmations to insured and adhering to all other automation procedures that are/become established.
  • Maintain your own suspense on system in a timely manner.
  • Follow paper and paperless handling procedures for customer files.
  • Work with Producers on where and how best to place an account.
  • Keep producers fully informed of important activities on your accounts.
  • Know the underwriting and rating procedures for all types of Personal Lines policies.
  • Participate in training and seminar courses.
  • Follow guidelines outlined in our employee manual.
  • Cross train as needed
  • Adhere to the stated expectations of the E&O Plus Quality Management Program


  • 3 years work experience in sales or customer service (in personal insurance is a plus but not required).
  • Property & Casualty license required within 6 months.
  • Some college
  • Ability to work in a demanding, fast paced, environment.
  • Strong commitment to high quality service delivery.
  • Ability to understand written and oral communication and interpret abstract information.
  • Ability to communicate orally and in writing with others to explain complex issues, receives and interpret complex information and respond appropriately.
  • Full knowledge of insurance products, usage, and markets.
  • Ability to carry out complex tasks with concrete and abstract variables.
  • Ability to utilize computer system and programs and understand functionality.
  • Microsoft Office skills necessary.
  • Ability to participate in a Team Environment.
ADA Requirements

Walsh Duffield complies with the Americans with Disabilities Act. Reasonable accommodations may be made to qualified individuals with disabilities to perform the essential functions of this position.

Physical Demands and Work Environment:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to sit while using hands to use a computer or other technologies. The employee frequently is required to see, talk and hear.  The employee is occasionally required to stand, walk, and reach with hands and arms.

The employee must regularly lift and/or move up to 10 pounds.

The noise level in the work environment is usually light.

This job description is intended to describe the normal level of work required by the person performing the work.  The principal duties outlined are the essential responsibilities and duties.  Other duties may be assigned as needs rise, or as required.

This description is not intended as a contract and is subject to change.  Any written contractual agreements supersede this job description.  All requirements may be modified to accommodate physically or mentally challenged staff members reasonably.

Walsh Duffield Cos., Inc. is an equal opportunity employer (EOE) and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity, sex orientation, national origin, genetic information, sex, age, disability, protected veteran status, or any other characteristic protected by law. We welcome diversity and highly encourage applications from diverse candidates, including those with disabilities.