What are the responsibilities and job description for the Customer Service Representative/ Account Manager position at The Agency Recruiting?
Job Title : Account Manager / Customer Service Representative (CSR)
Find out if this opportunity is a good fit by reading all of the information that follows below.
Location : 5028 Wisconsin Ave #103, Washington, DC 20016
Job Type : Hybrid (2 days at home)
Job Description :
We are seeking a dedicated and experienced Account Manager / Customer Service Representative (CSR) to join our team. The ideal candidate will be responsible for managing client accounts, providing exceptional customer service, and ensuring smooth handling of insurance policies. This position involves working closely with clients, insurers, and internal teams to provide timely solutions and ensure a high level of satisfaction.
Responsibilities :
- Client Account Management : Manage a portfolio of personal or commercial insurance accounts, ensuring timely renewals, updates, and accurate documentation.
- Policy Administration : Process service-related requests such as endorsements, cancellations, certificates of insurance, loss runs, and binders.
- New Business and Renewals : Assist in quoting, issuing new business, remarketing renewals, and identifying opportunities for cross-selling additional coverage.
- Customer Service : Respond to client inquiries via phone, email, or in-person, providing guidance on coverage options, policy details, and claims processes.
- Documentation & Compliance : Prepare and maintain detailed records of client interactions, transactions, and communications. Ensure all insurance documents are accurately processed and compliant with company standards.
- Problem Resolution : Resolve client issues and concerns in a professional and timely manner, escalating complex cases to higher management as necessary.
- Collaboration : Work closely with insurance carriers, underwriters, and other internal teams to ensure optimal policy coverage and smooth service delivery.
Qualifications :
Competitive salary and benefits package
Professional development opportunities
Supportive and dynamic work environment
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