Job Description

Commercial Lines AccountManager / CSR

Description :

The ideal candidate will have the following qualifications :

• Prior experience in a client facing role.
• Experience working with Mid sized commercial Accounts.
• Experience with various insurance products and maintaining client relationships.
• Ability to handle new and renewal submission.
• Ability to review insurance contracts for inaccuracies.
• Process endorsements, placement requests, and invoicing.
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Check policy coverage and endorsements on all new business and renewals.
• Ability to work independently or as part of a team.
• Directly responsible for retention of all accounts assigned to the team.
• Apply problem solving techniques to various issues concerning cancellations, claims, renewal issues, audits, receivables, carrier issues.

Requirements :

• Must have an active 4-40 or 2-20 license
• Has at least 2 years of account management experience
• Possess above average computer skills

$55,000-$70,000 plus benefits

LI-CR1

Last updated : 2024-06-19