Personal Lines CSR/Account Manager Semi-remote

Job Description

Job Description

Description

We are an independent insurance agency specializing in a broad range of insurance products in business insurance and personal insurance. Our solutions extend to individuals, families, and businesses.

 

The Personal Lines CSR provides complete support for our Personal Lines Department with expertise in Property & Casualty Insurance and does their part to ensure high client retention for the whole agency. This position requires exposure to all aspects of this department with diverse day-to-day responsibilities.

Role Expectations and Description:

The CSR is a key component of our team. A clients’ experience from a service perspective can make or break the sustainability of our business. As an AM, you can directly affect and control our clients’ experience.

Key Responsibilities

• Work with Agency Principal, Producers, and Team Members
• Order policies and issue documentation, certificates, and binders as needed
• Prepare account renewal submissions for marketing and proposals to obtain competitive coverage/cost ratios for clients
• Provide exceptional customer service to our clients by developing and maintaining strong long-term client relationships
• Bind coverage for new clients

Skills, Knowledge and Expertise

• P&C License required
• Experience working for an independent insurance agency
• Experience servicing/quoting/marketing personal lines  insurance with multiple carriers, and wholesalers
• Minimum of 1-2 years of experience as a Personal Lines CSR
• Must be able to multi-task and handle a heavy workload with minimal supervision
• Effective communicator (verbal and written)
• Working knowledge of Applied Systems Epic management system
• Insurance designation (Preferred)

 

Desired Skills: 

• Experience with Microsoft Office and proficiency in Word and Excel
• Excellent organizational skills with attention to detail

Benefits

• Competitive Pay
• Robust benefits package including health insurance, life insurance, 401k, PTO, dental insurance, vision insurance, etc.