Commercial Lines CSR
About Us:
We are an independent insurance agency specializing in a broad range of insurance products in business insurance, and personal insurance.
The Commercial Lines CSR provides complete support for our Commercial 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 a CSR, you can directly affect and control our clients’ experience.
Job Requirements:
• Experience working for an independent insurance agency
• Experience servicing/quoting/marketing commercial lines insurance with multiple carriers, and wholesalers
• Minimum of 2 years of experience as a Commercial Lines CSR/Account Manager
• Must be able to multitask and handle a heavy workload with minimal supervision
• Effective communicator (verbal and written)
• Insurance designation (Preferred)
Desired Skills:
• Experience with Microsoft Office and proficiency in Word and Excel
• Excellent organizational skills with attention to detail
Responsibilities include but are not limited to the following:
• 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
Experience:
• Commercial lines csr/account manager: 2 years
• Quoting/marketing commercial lines insurance with multiple carriers: 2 years (Preferred)
Requirements:
P&C license
Insurance designation (Preferred)