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Responsibilities
The Commercial Account Manager/CSR is responsible for providing day-to-day support & Casualty insurance programs for existing clientele
This position will follow the direction of the Commercial Lines Supervisor
The Account Manager/CSR is responsible for assisting clients with service needs and making changes to existing accounts.
Essential Duties and Responsibilities of Commercial Lines- Account Manager/CSR:
Processes change requests/endorsements, binders, certificates, account summaries, proposals, policies, lost policy releases, audit and account balance status when requested
Ensures that these items are given to the client in a timely manner
Initiates appropriate correspondence with carriers and clients.
Responds to requests from clients and insurance companies
Maintains records according to Agency standards, ensures that procedures are properly followed and that information is properly documented and readily accessible.
Assists in the development of strong personal relationships with appropriate insurance carrier personnel.
Cross-sells products to potential clients, as needed.
And other tasks assigned
Work Hours: 8:30 – 5
Perks-knowledge of Hawksoft management system
Must be P&C licensed by the department of insurance
Estimated Salary: $20-$28 per hour based on qualifications
Full Time
$82k-107k (estimate)
06/21/2024
07/10/2024