Commercial Account Assistant/CSR - REMOTE (Florida & Georgia Applicants ONLY)

Join our dynamic team at an established insurance agency where you'll play a crucial role as a REMOTE Insurance Assistant in our thriving commercial & personal lines department. We're looking for talented individuals who thrive on client service, problem-solving, and teamwork.

Responsibilities:

As a CSR/Insurance Assistant, you'll be at the forefront of customer service, supporting Commercial Account Managers, and ensuring account retention. You'll be responsible for providing impeccable service, independent thinking, and effective problem-solving.

Qualifications:

• Proficiency in policy quoting, binding, and issuing, changes, certificates and endorsements
• Ability to identify opportunities for account expansion and suggest relevant coverage.
• Collaborating with multiple producers and a seasoned service team.
• Cultivating professional customer service skills.
• Experience with Agency Management Systems such as EZ Lynx are preferred
• SALES experience is A PLUS!!

Requirements:

• 1-3 years of experience in an independent brokerage or agency.
• Active Property and Casualty (P&C) license, or FL 2-20. Multi-state Licensed is a plus!!
• While a college degree is preferred, it's not mandatory.
• Experience in a collaborative team environment.
• Demonstrated ability to engage face-to-face with customers.
• Proficiency in data entry and online quoting.
• Providing administrative support and contributing to various projects as needed.

Don't miss this opportunity to join a team where your skills are valued, and your contributions make a real difference. Apply now and take the next step in your insurance career!

#REMOTE

#LI-DT1

#INDTJG-ST

Personal Lines Insurance Assistant/CSR - REMOTE

Must be licensed in P&C or FL 2-20

Join our dynamic team at an established insurance agency where you'll play a crucial role as a REMOTE Insurance Assistant in our thriving commercial & personal lines department. We're looking for talented individuals who thrive on client service, problem-solving, and teamwork.

Responsibilities:

As a CSR/Insurance Assistant, you'll be at the forefront of customer service, supporting Account Managers, and ensuring account retention. You'll be responsible for providing impeccable service, independent thinking, and effective problem-solving.

Qualifications:

• Proficiency in policy quoting, binding, and issuing, changes, certificates and endorsements
• Ability to identify opportunities for account expansion and suggest relevant coverage.
• Collaborating with multiple producers and a seasoned service team.
• Cultivating professional customer service skills.
• Experience with Agency Management Systems such as EZ Lynx are preferred

Requirements:

• 1-3 years of experience in an independent brokerage or agency.
• Active Property and Casualty (P&C) license.
• While a college degree is preferred, it's not mandatory.
• Experience in a collaborative team environment.
• Demonstrated ability to engage face-to-face with customers.
• Proficiency in data entry and online quoting.
• Providing administrative support and contributing to various projects as needed.

Don't miss this opportunity to join a team where your skills are valued, and your contributions make a real difference. Apply now and take the next step in your insurance career!

#REMOTE

#LI-DT1

#INDTJG-ST

Commercial Insurance Account Manager

Established agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of commercial insurance coverage.

Responsibilities include but are not limited to:

• Servicing a large, established book of business
• Preparing proposals, policy summaries and reviews
• Reviewing applications and contracts for accuracy
• Handling new and renewal business
• Working with multiple carriers, both admitted and non-admitted
• Retention for all accounts assigned

The ideal candidate will have the following qualifications:

• Deep understanding of multiple lines of commercial coverage
• Prior experience in a client facing role, building and maintaining relationships 
• Ability to work independently or as part of a team to support sales and drive agency revenue.
• Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues
• Experience working in an independent brokerage setting.
• Must carry an active P&C license.

Broker offers a competitive salary and additional incentives, a comprehensive benefits package, 401(k), and tuition and continuing ed reimbursement. Great potential for career growth.

#LI-IP1

Personal Lines Account Manager - REMOTE (Georgia P&C Licensed Applicants ONLY)

$45K-$55K base + incentives

Join our dynamic team at an established insurance agency where you'll play a crucial role as a REMOTE Insurance Assistant in our thriving commercial & personal lines department. We're looking for talented individuals who thrive on client service, problem-solving, and teamwork.

Responsibilities:

As an Account Manager, you'll be working with a book of business on a Team of AMs and ensuring account retention. You'll be responsible for providing impeccable service, independent thinking, and effective problem-solving.

Qualifications:

• Proficiency in policy quoting, binding, and issuing, changes, certificates and endorsements
• Ability to identify opportunities for account expansion and suggest relevant coverage.
• Collaborating with multiple producers and a seasoned service team.
• Cultivating professional customer service skills.
• Experience with Agency Management Systems such as EZ Lynx are preferred

Requirements:

• 2-3 years of experience in an independent brokerage or agency.
• Active Property and Casualty (P&C) license.
• While a college degree is preferred, it's not mandatory.
• Experience in a collaborative team environment.
• Demonstrated ability to engage face-to-face with customers.
• Proficiency in data entry and online quoting.
• Providing administrative support and contributing to various projects as needed.

Don't miss this opportunity to join a team where your skills are valued, and your contributions make a real difference. Apply now and take the next step in your insurance career!

#REMOTE

#LI-DT1

#INDTJG-ST

Personal Insurance Account Manager 

Established agency seeking an outgoing, personable individual to provide timely quotes, recognize cross selling opportunities and provide exceptional customer service for personal lines customers.

Qualifications:

• Previous experience working with personal lines coverages in a brokerage/agency setting. 
• Experience maintaining client relationships.
• Negotiate with carrier underwriters on behalf of clients for best rates.
• Ability to handle new and renewal submission.  
• Prior experience quoting binding and issuing policies. 
• Experience working with multiple carriers and rating systems. 
• Overall account management.

Requirements: 

• Proven customer service and sales skills.
• Excellent organizational skills.
• Ability to self-direct the completion of job duties.
• Must hold Property & Casualty License.

#LI-IP1

Personal Insurance Account Manager

Established agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of personal lines insurance coverage. 

The ideal candidate will have the following qualifications:

• Experience working with home, auto, and umbrella coverage.
• Prior experience in a client facing role, building and maintaining relationships.
• Ability to handle new and renewal business.
• Ability to review insurance contracts for accuracy. 
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Ability to work independently or as part of a team to support sales and drive agency revenue.
• Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues.
• Experience in brokerage setting.
• Carry an active P&C license.

#LI-BJ1

Personal Lines Service Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Service Account Manager to join a growing team. This is an exciting opportunity to work with a family-oriented, full-service independent insurance agency that has been serving clients since 1994. In this role, you will manage standard personal lines and small commercial lines accounts, providing exceptional service and support while contributing to the growth of the agency.

Compensation Package

• Base Salary: $45,000 per year

Responsibilities

• Provide outstanding service to clients by addressing inquiries, processing policy changes, and resolving issues in a timely manner.
• Handle incoming calls and close new business opportunities.
• Quote and process new and renewal business for personal lines and small commercial lines accounts.
• Maintain accurate and up-to-date client records using IMS software.
• Collaborate with team members to ensure client satisfaction and retention.
• Support light sales efforts to contribute to the agency's growth.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 2 years of experience in personal lines insurance, with a focus on service and light sales.
• Skills: Strong communication and interpersonal skills, with the ability to build and maintain client relationships.
• Technical Proficiency: Familiarity with IMS software or similar systems is preferred.
• Work Ethic: Self-motivated, detail-oriented, and capable of managing multiple tasks efficiently.

#LI-KD1

PL Team Leader

Job Summary

Seeking a dedicated and experienced PL Team Leader to join a team. This role is pivotal in managing and leading a team of professionals to ensure exceptional service and sales performance. The ideal candidate will have a strong background in account management, leadership, and a passion for driving team success. This is a unique opportunity to make a significant impact within a dynamic and supportive environment.

Compensation Package

• Base Salary: $65,000 per year

Responsibilities

• Lead and manage a team of 10 professionals, overseeing both sales and service functions.
• Handle hiring, training, and performance management, including hiring and termination decisions.
• Drive team performance to meet and exceed sales and service goals.
• Provide guidance and support to team members, fostering a collaborative and productive work environment.
• Manage inbound sales processes, ensuring a high level of customer satisfaction.
• Oversee account management activities, including cross-selling opportunities.
• Utilize Epic software to manage workflows and maintain accurate records.

Qualifications/Requirements

• 3-5 years of experience in account management, sales, or a related field.
• Demonstrated leadership abilities, with experience managing or mentoring team members.
• Strong customer service skills and a proven ability to drive sales performance.
• Familiarity with inbound sales processes, preferably in a call center or similar environment.
• Proficiency in Epic software or similar platforms is preferred.
• Excellent communication and organizational skills.
• Ability to work remotely within Iowa.

#LI-DD3