Insurance Account Manager/ CSR- Commercial Lines

We are seeking a passionate, self-driven, customer service representative to service our existing commercial clients and new customers. As a full-time Account manager/CSR you will service the needs of existing business clients, cross sell other products and assist the principal agent in placement of new business policies. A 440 or 220 Property & Casualty license is required and Minimum 3 years Experience.

Benefits

Annual Base Salary Commission Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Hands on Training

Mon-Fri Schedule

Evenings Off

Responsibilities

• Solicit new business from self generated and inbound calls/leads and use account rounding add lines for existing clients.
• Process customer policy renewal, change requests, handle claim calls, complete certificates of insurance, process payments.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Prepare insurance quotes, applications and securing all trailing documents from customers.
• Thoroughly understand and follow all underwriting, rating and compliance requirements.
• Document each customer contact and activities in online management system.
• Provide exceptional customer service, Maintain client relationships, Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems to maintain client retention.
  
  

Requirement

• A 440 or 220 Property & Casualty license is required and minimum 3 years Commercial lines experience.
• Possess an upbeat, positive and enthusiastic attitude.
• Excellent Communication/interpersonal & computer skills.
• Must have ability to work with online / web based agency management system and company portals.
• Follow through and exceed current and prospective client expectations.