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Commercial Lines Insurance Account Manager / CSR

Kaplan Insurance Agency, Inc.
Minneapolis, MN Temporary
POSTED ON 2/5/2025
AVAILABLE BEFORE 5/5/2025

Job Description

Job Description

Do you want a professional fast-paced work environment where your day will fly by ? Do you want to work for an ethical company? This may be your dream job!

Come join our Commercial Insurance department as an Account Manager and assist with the ongoing management and retention of commercial insurance accounts by providing the highest level of customer service. As an Account Manager, you will also maintain partnerships with the producers and underwriters to support business development in our commercial lines department.

We are a sophisticated independent insurance agency that loves to serve our customers and create a superior workplace environment for our employees.

Voted Best Agency in Plymouth three years in a row!

We have relationships with dozens of insurance companies, allowing us to counsel our clients and help find the best combination of coverage and price.

We offer excellent support and ongoing training for our employees along with an outstanding benefit package.

Our agency is an exciting, fast paced and growing organization.

Come and grow with us!

Client retention, process renewals, remarket accounts, proposals.

This is a full time, long term position. Remote a possibility.

Check out all our Benefits lower in the post!

All applicants will receive an on-line personality assessment immediately after applying

  • Only applicants that have completed the assessment will be considered for this position

Benefits

Paid Time Off (PTO)

Work from Home

Health Insurance

Dental Insurance

Life Insurance

Disability Insurance

Mon-Fri Schedule

Retirement Plan

Responsibilities

  • Building and maintaining relationships with clients with high level of client retention and company loyalty.
  • Maintain positive relationships and be responsive to agents and underwriters.
  • Review and manage policy renewals for existing customers.
  • Create accurate certificates of insurance.
  • Process customer policy change requests.
  • Thoroughly understand and follow all underwriting, rating and compliance requirements.
  • Provides on-going support and resolve issues for insurance clients as needed.
  • Obtain continuing education to the highest industry standards.
  • Assist clients with premium payments and accounting questions.
  • Previous Account Manager or CSR experience in commercial lines required.
  • Requirements

  • Minimum 2 years experience as Commercial Lines Account Manager at independent agency.
  • Possess an upbeat, positive and enthusiastic attitude.
  • Professional appearance with professional office and phone etiquette.
  • Ability to be self directed and also work in team setting.
  • Proficient with multi-tasking, follow-thru and follow-up.
  • Detail oriented.
  • Excellent communication / interpersonal skills.
  • Exceptional business writing and editing skills.
  • Critical thinking and problem solving.
  • Computer literate with ability to quickly learn new programs.
  • Ability to read and understand accounting ledger to figure out billing is helpful.
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