Commercial Lines CSR

Commercial Lines CSR

We are a local independent insurance agency. We are growing our Commercial business and are looking for an experienced Commercial Lines CSR to join our team of professionals. We encourage an environment of continuous training to allow for growth in the agency and for our employees. The Commercial Lines CSR provides complete support for our Commercial Lines Department with expertise in Property & Casualty Insurance and do their part of ensuring high client retention for the whole agency. This position requires exposure to all aspects of this department with diverse day-to-day responsibilities.

Key Responsibilities

• Work with Agency Principal, Producers, and Team Members
• Acquire new business by identifying opportunities in the local market and cross sell of our current clients.
• Order policies and issue documentation, certificates, and binders as needed
• Prepare new business and 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
• Understand and promote all products offered using all possible marketing tools

Skills, Knowledge and Expertise

• P&C license
• Minimum of 2 years of experience as a Commercial Lines CSR (Preferred)
• Experience working for an independent insurance agency
• Experience servicing/quoting/marketing commercial insurance with multiple carriers
• Must be able to multi-task and handle a heavy workload with minimal supervision
• Effective communicator (verbal and written)
• Working knowledge of a paperless system particularly with Applied Systems Epic management system
• Experience with Microsoft Office and a 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.