What are the responsibilities and job description for the Insurance Account Manager/Commercial Lines Customer Service Agent position at Loesel-Schaaf Insurance Agency?
Join Our Growing Team as a Commercial Lines Account Manager!
We are expanding and looking for a skilled Commercial Lines Account Manager to join us full-time. The ideal candidate will hold a current Property & Casualty (P&C) Insurance license and have at least 2 years of experience specializing in Commercial Accounts.
Responsibilities:
- Service/Manage a Designated Book of Business: Analyze client needs, answer questions regarding coverage and billing, advise clients on leveraging products/services based on their unique needs, and obtain necessary information and documentation from new and existing clients.
- Provide Technical Support and Collaboration: Work closely with producers to assist clients and achieve the agency’s strategic business goals.
- Maintain Relationships with Carrier Underwriters: Obtain quotes, endorsements, and other necessary documentation.
- Produce Relevant Documentation: Create binders, certificates, policies, endorsements, ID cards, and other related items.
- Prepare Proposals: Develop renewal and new business proposals.
- Assist with Claims: Help clients submit first reports of claims and follow up on claim status, keeping clients informed throughout the process.
Required Skills
- Proficiency in MS Office: Expertise in Word, Excel, Outlook, and PowerPoint.
- Adaptability: Ability to learn and utilize other software programs as needed.
- Customer Service Excellence: Strong people skills with a passion for providing exceptional service.
- Communication Skills: Professional verbal and written communication abilities.
- Decision Making and Analytical Thinking: Independent decision-making skills and strong analytical thinking.
- Time Management: Excellent time-management and prioritization skills, with a high level of accuracy and attention to detail.
- Follow-Up: Task-oriented follow-up skills.
Qualifications:
- Current P&C Insurance License: Specializing in Commercial Accounts.
- Experience: Over 2 years of proven experience in P&C insurance sales and service.
- Product Knowledge: In-depth understanding of commercial insurance products and markets.
- Technical Expertise: Comprehensive technical knowledge of various insurance forms and risk alternatives.
- Procedural Knowledge: Familiarity with insurance rating and underwriting procedures.
About Loesel-Schaaf:
Loesel-Schaaf Insurance Agency, Inc. is an independent, multi-line insurance agency committed to understanding our clients' needs. We leverage cutting-edge strategies and continuously adapt our product and service portfolio to meet evolving market demands, ensuring we deliver value and uphold our promises.
With nearly 100 years of service to local, regional, and national clients, we pride ourselves on our long-standing employee tenure, with many team members having 15, 20, and even 25 years with us. Our work culture fosters teamwork and a family-like atmosphere.
Benefits:
- Medical, Dental, Vision, Life, and Disability Insurance
- Employee Assistance Program (EAP)
- Flexible Spending Account (FSA)
- Voluntary Coverages
- Participation in our fully-funded retirement program
OTHER RELEVANT REMARKS:
This position description describes the general nature and level of work performed. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this position. This position description is not intended as and does not create a contract of employment between the Agency and any individual employee. The Agency reserves the right to change this position description at any time within its sole discretion.