Account Manager / Customer Service Representative - Commercial Licensed

ARE YOU LOOKING TO BE A PART OF A TOP-RANKED INDEPENDENT INSURANCE AGENCY?  SUBMIT YOUR RESUME – WE ARE ACTIVELY HIRING!

Job Description

The Account Manager/CSR is an experienced professional and integral link in the business relationship that is created between our agency, our clients, and our companies; he/she is responsible for effective management of small to mid-size market commercial lines accounts.  

Work remotely temporarily due to COVID-19

Responsibilities

Principal Responsibilities:

• Retention of existing accounts is the #1 priority: develop and maintain client and carrier relationships and process annual renewals.
• Identify rounding/upsell and cross-sell opportunities and process as required.
• Work closely with Agency producers to process applications, complete follow ups and ensure accuracy for finalization of quotes and policies for new accounts.
• Generate endorsements, certificates, and binders at clients’ request.
• Respond to customers’ billing questions, generate invoices, and assist with payments when necessary.
• Facilitate claims reporting between customers and carriers, and ensure accurate and complete documentation in agency records.
• Follow documentation procedures and proper workflows and use of the agency management system (Applied Epic)

• Maintain continuing education (CE) and participate in ongoing education and keep informed on industry information.
• Additional duties as assigned.

Requirements

• High school diploma required (college degree preferred)
• Hold a MD State Producer license in Property and Casualty
• 5 years in the commercial insurance industry; 3 years as a CSR/account manager
• Strong understanding of insurance principles, and experienced with carrier rating systems and websites.
• Strong listening, written and oral communication skills, and commitment to delivering exceptional customer service
• Strong problem-solving skills, and a commitment to delivering exceptional customer service
• Self-motivated, organized, detail-oriented with the ability to work in a fast-paced environment
• Proficiency in Microsoft Word, Excel and Outlook; Applied Epic a plus
• Bilingual a plus

Benefits

• Salary, incentives, and bonus commensurate with experience
• Paid Holidays after trial period
• Health, Dental and Life / AD&D Insurance
• PTO
• 401(k)