What are the responsibilities and job description for the Commercial Insurance Account Manager position at Morgan Insurance Agency?
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Are you an experienced Commercial Insurance CSR looking for a remote opportunity where your expertise and dedication can truly shine? Join our team as a Commercial Insurance Account Manager / CSR and become part of a dynamic environment that values your experience and skills.
Position Overview:
We are seeking a licensed individual to join our Commercial Lines Insurance department. As a team member, you will provide exceptional customer service to our current clients and new prospects, work closely with producers and co-employees, maintain knowledge of our products, and seek solutions for our clients' insurance needs. This position handles all facets of Commercial Property and Casualty insurance.
Benefits/Perks:
- Health insurance vision and dental options (following 60 days of employment)
- Long and short-term disability insurance (following 60 days of employment)
- 401k with 6% matching (following 90 days of employment)
- Paid time off Holidays
- Competitive pay (dependent upon experience)
- Flexible schedule
Responsibilities:
- Develop and maintain relationships with clients, company representatives, and team members to ensure optimal retention and satisfaction.
- Work with Producers and Clients to understand the scope of operations insured and review policies to ensure proper coverage is included and/or offered.
- Effectively and efficiently market new and renewal accounts.
- Proactively manage policy renewals.
- Issue Certificates, EPI's, Binders, Liability cards, and other necessary insurance evidence documents.
- Process policies, endorsements, premium finance agreements, and other physical or electronic policy documents.
- Promptly address policy change requests.
- Provide timely responses to requests for information and documents.
- Handle or properly refer underwriting questions.
- Ensure that assigned customers are aware of all insurance offerings and coverages they may need through checklists and cross-sell conversations, including documentation thereof.
- Effectively document and/or log activity electronically throughout each day's work.
- Maintain and work from a suspense/diary system.
Qualifications:
- Minimum 5 years of experience as a Commercial Insurance CSR/Account Manager.
- A valid Property & Casualty (P&C) license in your home state.
- Experience with AMS 360 agency management system or similar.
- A dedicated private workspace at home with reliable internet access.
- Independent Insurance Agency experience preferred.
- Ability to work effectively and efficiently with internet-based rating platforms and resources.
- Demonstrate proficiency in insurance knowledge, organizational skills, attention to detail, written and verbal communication, math, critical thinking, and problem-solving.
- Demonstrate mature work habits and time management skills.
- Proficiency with Office 365 (Microsoft Word, Excel, OneDrive, Outlook & Teams).
If you meet the qualifications and are excited to contribute your skills to a supportive and growth-oriented environment, we would love to hear from you. Please submit your resume!
Flexible work from home options available.
Salary : $55,000 - $70,000
