Overview:


A forward-thinking independent insurance broker seeks a dedicated Commercial Lines CSR. This role involves providing outstanding and timely client service in collaboration with our seasoned Account Executives and Producers. The ideal candidate will play a crucial role in maintaining and enhancing client relationships through expert management of their accounts.


Responsibilities:

  • Maintain a working knowledge of Property and Casualty accounts, tailoring this knowledge to a diverse client base.

  • Investigate and respond to client questions regarding policies and coverages with accuracy and detail.

  • Efficiently market and quote both new and renewal business, achieving favorable coverage and cost outcomes for clients.

  • Interact professionally with carrier underwriters and utilize online rating portals to secure competitive quotes.

  • Systematically organize and manage information for account renewals, ensuring a streamlined process.

Qualifications:

  • A minimum of one year's experience in the insurance industry, particularly in Commercial Insurance.

  • A current Property & Casualty (P&C) license is preferable.

  • Comprehensive understanding of the insurance and/or brokerage sector.

  • Technical expertise in product areas and industry practices.

  • The capacity to provide insightful risk management consultation and advice to our management team.

  • Proficiency with standard computer software, including the Microsoft Office suite (Word, Excel, Outlook).

  • Strong verbal and written communication skills, capable of engaging professionally with clients and internal teams.


We offer a dynamic work environment where your contributions are valued and recognized. Join us in delivering tailored insurance solutions with a personal touch. If you are ready to take your career to the next level and contribute to our clients' success, apply to join our team today.


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