Commercial Lines Account Manager / CSR

Job Description

Commercial Lines Account Manager/CSR

COMMERCIAL LINES ACCOUNT MANAGER/CSR POSITION

This is a great opportunity for an enthusiastic Commercial Lines Account Manager/CSR to join our dynamic company. You will work diligently with our clients and insurance company partners, striving to provide solutions to meet insurance needs.

The position is full time in our Lenexa, KS office, Monday through Friday, 8:30am-4:30pm. There is opportunity for occasional remote work. Pay for this job is $50,000 - $70,000/year.

ABOUT TOLLIE INSURANCE SERVICES

Tollie Insurance Services is a boutique, independent agency with a niche focus in the transportation and non-profit industries. We focus on building strong client relationships through an exceptional customer service experience in a family-oriented and positive environment.

WHAT MAKES THIS JOB UNIQUE

You will have the opportunity to work in a flexible, positive and casual work environment without pressures often associated with large organizations. Here, you will be a valued team member with a balance of autonomy and needed support, while experiencing a wide variety of tasks and responsibilities as you grow in your role at the agency.

RESPONSIBILITIES 

· Perform daily tasks including applications, endorsements, COI's, MVRs, and customer invoicing.

· Assist commercial clients with policy and coverage questions, changes, and endorsements.

· Communicate with insurance company underwriters and general agencies.

· Respond to commercial client calls/emails regarding policy questions, changes, and requests.

· Identify, compile and manage information for new business and account renewals.

REQUIREMENTS/PREFERENCES

· Two years of related commercial lines experience with a retail broker/independent agency and a current P&C license. Kansas or Missouri license preferred.

· Two years of insurance account manager experience.

· Mid-level experience with Casualty/General Liability, Cyber Liability, Employment Practices Liability, Excess & Surplus Lines, Garage/Garagekeepers Liability and Professional Liability/Errors & Omissions.

· Strong foundational knowledge of Auto Fleet, Commercial Auto, Commercial Umbrella, Hired & Non-Owned, Inland Marine, Motor Truck Cargo, Non-Profits, Personal Auto, Property, Religious Institutions/House of Worship, Schools & Universities, Transportation, Trucking and Workers’ Compensation.

· Proficiency with Adobe PDF, DocuSign and Microsoft products (Outlook, Excel, PowerPoint & Word).

· Proficient knowledge of Quoting & Rating, Policy Review.

· Working knowledge in NexSure (agency management system) is a plus.

· Interpersonal Skills: effective communicator, relational, multitasker, problem solver, detail and service oriented.

· High School Diploma or equivalent.

BENEFITS

· 401(k)

· Paid time off

· Bonus and advancement opportunities

· Licensing and continuing education paid by company

Job Type: Permanent

Pay: $50,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• Paid time off

Supplemental pay types:

• Bonus opportunities

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Education:

• High school or equivalent (Required)

Experience:

• Commercial Lines Insurance: 2 years (Preferred)

Work Location: In person

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