Commercial Lines CSR

Job Description

Job Description

Description

Location: Fresno, CA Department: Transportation

We're looking for a motivated and detail-oriented Account Representative / Assistant Account Manager to join our growing Transportation Department in our Fresno office. This is an excellent opportunity for someone with a few years of experience in an assistant-level role who is eager to build a long-term career in the insurance industry.

As a key member of our service team, you will support our Account Managers and learn the ins and outs of the transportation insurance sector. Your primary focus will be to assist with daily service tasks while developing the skills and knowledge needed to manage your own book of business. This is a dedicated training path designed to promote you to an Account Manager role within our team.

This position is based in our Fresno office. While we may consider a hybrid schedule, this is not a remote position, as we believe in the value of in-person collaboration and mentorship.

Key Responsibilities

• Assist Account Managers with servicing a diverse book of transportation accounts.
• Process endorsements, certificates of insurance, and other client requests.
• Communicate with clients, carriers, and underwriters to resolve issues and gather information.
• Maintain accurate client files and documentation in our agency management system.
• Learn about various transportation sectors, including trucking and other specialized areas.
• Support the team with administrative tasks as needed.

Skills, Knowledge and Expertise

• You have 2+ years of experience in an assistant or similar support role, preferably within a professional office environment.
• You are highly organized and have excellent attention to detail.
• You are a clear and confident communicator, both written and verbal.
• You are proactive, a quick learner, and dedicated to your professional growth.
• You are comfortable working in a team-oriented environment.
• Insurance industry experience is a plus, but not required.

Benefits

• A clear and structured path to becoming a full-fledged Account Manager.
• Dedicated mentorship and training from experienced industry professionals.
• A collaborative and supportive team environment.
  Competitive salary and benefits package.