What are the responsibilities and job description for the Commercial Lines Account Manager position at The Jonus Group?
Job Description
Title: Commercial Lines Account Representative
Location: Lexington, NC (onsite)
About: Local family owned agency that is family oriented with great benefits with many long term employees. The agency offers staff the ability to expand their knowledge with continuing education opportunities.
Job Description:
The Commercial Lines CSR is responsible for assisting customers with questions, claims and existing policies; Works with Commercial Lines Account Manager to handle customer service for new and existing clients.
Responsibilities
Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, providing documentation.
Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
Qualifications
Active NC Property and Casualty Insurance License.
Excellent interpersonal and creative problem-solving skills.
Demonstrate strong customer focus and an excellent phone manner.
Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency.
Title: Commercial Lines Account Representative
Location: Lexington, NC (onsite)
About: Local family owned agency that is family oriented with great benefits with many long term employees. The agency offers staff the ability to expand their knowledge with continuing education opportunities.
Job Description:
The Commercial Lines CSR is responsible for assisting customers with questions, claims and existing policies; Works with Commercial Lines Account Manager to handle customer service for new and existing clients.
Responsibilities
Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, providing documentation.
Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
Qualifications
Active NC Property and Casualty Insurance License.
Excellent interpersonal and creative problem-solving skills.
Demonstrate strong customer focus and an excellent phone manner.
Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency.
