Account Manager/CSR - Commercial Lines Insurance

Job Description

Join an agency with a strong foundation. We've been in business for over 100 years! We offer competitive compensation along with excellent benefits!

Privately owned insurance agency is seeking a Commercial Lines Account Manager/CSR to service and manage a book of commercial lines accounts. The Account Manager will service a book of business, client communications, help clients understand their coverage, nurture key relationships, and utilize the agency management system for documentation and workflow processes per agency standards.

This position will be responsible for providing timely and professional day-to-day client service working closely with the insurance agency producer and carrier underwriters. Experience related to servicing commercial accounts is required. Hybrid Opportunity

**Must have Current Property & Casualty License

Salary: $75000.00 - $95000.00 per year

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Mon-Fri Schedule

Career Growth Opportunities

Evenings Off

Weekly Massage

Weekly Catered Lunch

On-site parking

Retirement Plan including 401k, Profit Sharing and Defined Benefit

• Market new business and account renewals obtaining competitive coverage/cost ratios for the clients.
• Submission of renewal business to various markets and maintaining a productive relationship with multiple insurance company underwriters and staff. Working with team members to execute all renewals in a timely manner. Generation of accurate renewal submission proposals.
• Manage day to day account transactions including additions/deletions of vehicles, property acquisitions, exposure changes, contract reviews, coverage analysis and program recommendations with client interaction.
• Give clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes. Consult with clients to help process quotes and issue renewals or any updates needed to current policies.
• Effectively manage preparation and production of all elements of presentations for client meetings and properly representing the company. Address client questions and identifying next steps as appropriate.

• 3-5 years of insurance industry experience related to servicing Mid to Large size commercial accounts required
• Current Property and Casualty license
• AMS360 or other Agency Management system software experience
• Knowledge of computer software packages, including Microsoft Office (Word, Excel, Outlook)
• Professional verbal and written communication skills