Commercial Lines Account Executive

Job Description

Commercial CSR
Job Summary

Seeking a dedicated and experienced Commercial Customer Service Representative (CSR) to join a team. As a Commercial CSR, you will play a vital role in managing and servicing a diverse book of business, focusing on middle-market accounts. This position offers an opportunity to work in a family-oriented, stable, and collaborative environment where employees are valued and turnover is minimal. If you are passionate about providing exceptional service and thrive in a supportive workplace, we encourage you to apply.
Compensation Package

• Salary Range: $80,000 - $100,000 annually
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage and service a book of business with $3-5 million in premium, focusing on middle-market accounts.
• Review and understand policies thoroughly to ensure accuracy and compliance.
• Handle a variety of accounts, including construction and contractor clients.
• Quote new and renewal business, ensuring timely and accurate processing.
• Collaborate with team members to cross-sell personal lines of insurance when applicable.
• Utilize EPIC software to manage client accounts and documentation efficiently.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: Prior experience in commercial lines insurance is preferred.
• Technical Skills: Proficiency in EPIC software or similar agency management systems.
• Work Environment: Hybrid schedule with three days in-office required.
• Preferred Candidate Profile: Strong organizational skills, attention to detail, and the ability to manage a diverse portfolio of accounts.

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