Account Manager / Customer Service Representative - Commercial Licensed

Location
Working from home
Salary
Industry leading compensation
Posted
Aug 19, 2020
Closes
Oct 18, 2020
Job Type
Full Time

ARE YOU LOOKING TO BE A PART OF A TOP-RANKED INDEPENDENT INSURANCE AGENCY?  SUBMIT YOUR RESUME – WE ARE ACTIVELY HIRING!

Job Description

The Account Manager/CSR is an experienced professional and integral link in the business relationship that is created between our agency, our clients, and our companies; he/she is responsible for effective management of small to mid-size market commercial lines accounts.  

Work remotely temporarily due to COVID-19

Responsibilities

Principal Responsibilities:

  • Retention of existing accounts is the #1 priority: develop and maintain client and carrier relationships and process annual renewals.
  • Identify rounding/upsell and cross-sell opportunities and process as required.
  • Work closely with Agency producers to process applications, complete follow ups and ensure accuracy for finalization of quotes and policies for new accounts.
  • Generate endorsements, certificates, and binders at clients’ request.
  • Respond to customers’ billing questions, generate invoices, and assist with payments when necessary.
  • Facilitate claims reporting between customers and carriers, and ensure accurate and complete documentation in agency records.
  • Follow documentation procedures and proper workflows and use of the agency management system (Applied Epic)
  • Maintain continuing education (CE) and participate in ongoing education and keep informed on industry information.
  • Additional duties as assigned.

Requirements

  • High school diploma required (college degree preferred)
  • Hold a MD State Producer license in Property and Casualty
  • 5 years in the commercial insurance industry; 3 years as a CSR/account manager
  • Strong understanding of insurance principles, and experienced with carrier rating systems and websites.
  • Strong listening, written and oral communication skills, and commitment to delivering exceptional customer service
  • Strong problem-solving skills, and a commitment to delivering exceptional customer service
  • Self-motivated, organized, detail-oriented with the ability to work in a fast-paced environment
  • Proficiency in Microsoft Word, Excel and Outlook; Applied Epic a plus
  • Bilingual a plus

Benefits

  • Salary, incentives, and bonus commensurate with experience
  • Paid Holidays after trial period
  • Health, Dental and Life / AD&D Insurance
  • PTO
  • 401(k)

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