Commercial Lines CSR

Commercial Lines CSR

Towe Insurance Service is an independent agency founded in 1934. We are locally owned and operated! Our agency has a professional but laid-back atmosphere, and we truly appreciate the importance of work / life balance and flexibility.

We are seeking an experienced Commercial Lines CSR. The successful candidate will be responsible for maintaining excellent customer relationships by handling customer needs with speed and professionalism. The candidate will interact daily with customers, insurance carriers, and fellow employees to fulfill service and marketing responsibilities. This is a full-time, in-office position in Wilson, NC and not hybrid or remote. The ideal candidate will have at least 2 years of commercial insurance industry experience, strong attention to detail, and excellent customer service skills. The candidate must also have excellent organizational, communication, and problem-solving skills.

Benefits include life insurance, disability income insurance, 401(k), competitive salary, health insurance, paid time off, and training & development.

Duties & Responsibilities:

• Provide service to existing clients related to maintaining policies, issuing accurate certificates of insurance and EPI's, etc., providing quotes, taking payments, answering questions and providing documentation.
• Receive, report and follow up on all claims to promote client satisfaction with the claims process.
• Work independently or collaboratively with Producer at renewal to discuss existing policies, review coverages, limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, remarket accounts where needed, bind renewals and provide necessary documentation to all stakeholders.
• Work with new clients or support Producer in an effort to understand their needs, gather necessary information, research, market and present policy options, finalize, bind new coverage, and provide necessary information to all stakeholders.
• Collaborate with team members, mentor staff, provide expertise, answer questions, and participate in formal and informal meetings as needed.
• Perform administrative duties as needed such as answering phones, retrieving & opening mail, and greeting visitors.

Requirements:

• Hold the insurance license required by the State of NC and have a minimum of two years commercial lines insurance account management experience.
• Demonstrate strong knowledge of insurance products, coverages, rating and underwriting procedures to effectively manage, maintain, and write assigned client and prospects.
• Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills.
• Have a pleasant demeanor and ability / desire to contribute to a positive work environment.
• Possess excellent math and reading skills to accurately perform typical calculations and accurately interpret insurance policy language and subcontract / lease agreements, etc.
• Have the ability to tactfully handle difficult customer phone calls and solve complex problems without direct supervision.
• Have strong sense of urgency, attention to detail, organization, multi-tasking, and follow up skills as well as excellent time management skills with a personal accountability mindset.
• Have a strong desire to learn and participate in education / professional development opportunities.
• Have technology and computer proficiency including use of Word and Excel and agency management systems. Knowledge of Vertafore AMS360 is preferable.

If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place! Working with an IIANC member agency is a great career choice!

IIANC's members are Trusted Choice independent insurance agencies located all across North Carolina. You'll find nearly 1,000 of our member agencies in small towns and large cities from the mountains to the coast. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you! With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?

This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.