What are the responsibilities and job description for the Commercial Lines Account Manager position at HARDING INSURANCE AGENCY INC?
ABOUT THE ROLE
The CSR / Account Manager plays a pivotal role in the continuing development and evolution of a best-in-class servicing department. The ideal candidate will handle a range of P&C insurance products, resolve complex customer issues, and help drive agency retention. This role requires a focus on problem-solving, delivering excellent service, and fostering long-term customer loyalty.
WHO YOU NEED TO BE
You have the needed expertise and experience (2 years) of industry experience showing increasing responsibility directly related to the performance of the duties below.
A good understanding of insurance terminology, the general functions of an insurance broker, and the various lines of Business Insurance.
Possess and maintain a valid unrestricted California P & C License.
Proficiency with MS Office software (i.e., Word and Outlook).
Prioritize tasks, set and achieve goals, think logically in solving problems, and present results neatly, with clarity and precision in both oral and written form.
Strong attention to detail.
THE JOB
A CSR Account Manager contributes to Harding Insurance Agency Inc., success by performing the following tasks :
Supports one or more Client Managers or Client Executive on a designated book of business.
Support in day-to-day servicing on clients to include :
Issuing proofs of insurance
Prepare summary of Insurance for renewal or mid-term reviews.
Process, and request endorsement transactions with carriers and document transactions in the management system.
Provide invoices and statements to clients and review accounts receivables to ensure timely payment on outstanding invoices.
Review and deliver premium audits to clients.
Have good verbal and written communication skills for both client and internal communication.
Gather documentation needed for new and renewal marketing, such as prior policies, loss runs and motor vehicle reports.
Entering data needed to produce quotes into various carrier systems.
Review binders, policies, endorsements, and audits for accuracy and deliver to client.
Enter claims data into management system and transmit to carrier when needed.
Backup up team in other functions as needed.
Maintain files and documentation of communication following company policy and professional standards outlined by the Department of Insurance.
QUALIFICATIONS
Current P & C License
2 years industry experience
The position is in-person on-site only