Personal Lines Insurance CSR - On-Site, Port Orange/Daytona FL

Base Pay + Incentives

Must be licensed FL 4-40 FL 2-20, 20-44

Join our dynamic team at an established insurance agency where you'll play a crucial role as assisting with our Personal Lines accounts. 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 producers, 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, Salesforce 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!

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Job Title: Commercial Insurance Account Manager

Job Summary

We are seeking a highly motivated and detail-oriented Commercial Insurance Account Manager to join our dynamic team. In this role, you will build and maintain strong relationships with clients, deliver exceptional customer service, and ensure the seamless management of a diverse portfolio of commercial insurance accounts. You will work closely with producers, underwriters, and other internal teams to provide tailored risk management solutions for our clients. If you're an experienced professional with a passion for customer satisfaction and a deep knowledge of the insurance industry, we encourage you to apply.

Responsibilities

• Manage and maintain an assigned portfolio of commercial insurance accounts, ensuring client satisfaction and retention.
• Serve as the primary point of contact for clients, responding promptly to inquiries, resolving issues, and providing expert guidance on insurance policies.
• Collaborate with sales producers and underwriters to design and present comprehensive insurance solutions tailored to meet clients' unique business needs.
• Process policy renewals, endorsements, cancellations, and other transactions with accuracy and timeliness.
• Conduct periodic policy reviews with clients to discuss coverage options, identify potential gaps, and assess evolving insurance needs.
• Assist with claims processing by guiding clients through procedures and liaising with insurers for efficient resolution.
• Monitor and document client interactions in the agency management system to ensure transparency and continuity of service.
• Stay current with insurance industry trends, regulations, and market developments to provide informed advice to clients.
• Actively contribute to ongoing process improvements, team collaboration, and department initiatives.

Qualifications/Requirements

• Proven experience as an Account Manager (minimum of 3+ years) in commercial insurance or a related role.
• Active and valid P&C (Property and Casualty) License.
• Strong knowledge of commercial insurance products, coverage types, and industry practices.
• Exceptional customer service skills with a proactive and client-focused approach.
• Strong organizational abilities, including prioritizing tasks, managing deadlines, and keen attention to detail.
• Excellent verbal and written communication skills, with the ability to explain complex insurance concepts clearly.
• Proficiency in agency management systems (e.g., AMS360, Applied Epic) and Microsoft Office Suite.
• Team player with a strong work ethic and the ability to thrive in a collaborative environment.
• Experience working with a variety of industries or specialized insurance markets - preferred.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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Job Title: Commercial Auto Adjuster BI/PD

Job Summary

We are seeking a detail-oriented Commercial Auto Adjuster BI/PD to join our dynamic team. In this role, you will handle bodily injury (BI) and property damage (PD) claims involving commercial auto incidents, ensuring fair and timely resolutions. The position calls for strong problem-solving, communication, and negotiation skills. As an Adjuster, you will have the opportunity to interact with a diverse group of individuals and work in an inclusive environment that values collaboration and equity.

Responsibilities

• Investigate, evaluate, and adjust commercial auto liability claims involving bodily injury and property damage.
• Review and analyze policy contracts, medical records, statements, and other documentation to determine coverage and assess claim validity.
• Establish and maintain appropriate reserves for claims and manage files to successful resolution.
• Work collaboratively with policyholders, claimants, witnesses, attorneys, repair shops, and medical professionals to gather all relevant facts.
• Negotiate settlements within authority limits and ensure timely payments in accordance with company policies and regulatory requirements.
• Document all case activity accurately in compliance with company procedures and industry best practices.
• Stay informed of state/national compliance standards and relevant legal changes affecting claims handling.
• Contribute to a supportive and inclusive work environment by valuing diverse perspectives and treating all individuals with respect.

Qualifications/Requirements

• Minimum of 2-3 years of experience in auto claims handling, with a focus on bodily injury (BI) and property damage (PD) claims.
• Appropriate state adjuster license(s) required, or the ability to obtain licensing within a specified timeframe.
• Strong analytical and investigative skills.
• Effective verbal and written communication abilities.
• Proficiency in negotiation and conflict resolution.
• Attention to detail with the ability to multitask in a fast-paced environment.
• Familiarity with claims management software and MS Office Suite.
• Empathy and professionalism when dealing with sensitive or emotional situations.
• Adaptability and willingness to continuously learn new processes.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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Job Title: Commercial Auto Adjuster - Property Damage (PD)

Job Summary

We are seeking a dedicated and detail-oriented Commercial Auto Adjuster - Property Damage (PD) to join our vibrant and diverse team. In this role, you will evaluate, negotiate, and resolve property damage claims arising from commercial auto policies. You will utilize your exceptional communication and analytical skills to deliver superior customer service, maintain compliance with regulations, and support our commitment to fostering a positive and inclusive work environment. This is an excellent opportunity for a results-driven individual who thrives in a collaborative setting and is eager to contribute to a forward-thinking organization.

Responsibilities

• Investigate, evaluate, and settle commercial auto property damage claims in accordance with company policies and industry standards.
• Communicate effectively with policyholders, claimants, attorneys, vendors, and internal stakeholders while maintaining professionalism and empathy.
• Conduct thorough assessment of damages, analyze liability exposures, and determine appropriate settlements promptly and accurately.
• Prepare detailed and accurate documentation, including statements, appraisal records, and settlement offers.
• Work closely with third-party vendors (e.g., appraisers, repair shops) to determine the extent of property damage and costs of repairs.
• Negotiate settlements with claimants and/or attorneys while adhering to legal and appropriate procedural policies.
• Ensure compliance with federal, state, and local regulations governing property damage claims.
• Stay current with market trends, laws, and company policies to effectively manage claims.
• Provide support and mentorship to team members as needed and contribute to a culture of continuous learning and development.

Qualifications/Requirements

• A minimum of 2-4 years of experience in handling commercial auto property damage claims is required.
• Active adjuster license(s) in applicable states.
• Proficiency in claims management systems and ability to quickly adapt to new technology; solid understanding of property damage estimating software is preferred.
• Strong ability to analyze facts, assess liability, estimate damages, and evaluate settlement opportunities.
• Exceptional written and verbal communication skills with the ability to explain complex scenarios in an empathetic and professional manner.
• Commitment to delivering outstanding customer-focused solutions while maintaining ethical and equitable standards.
• Ability to work independently and collaboratively within a diverse team environment.
• Adept at managing time, prioritizing tasks, and balancing a demanding workload.
• Familiarity with federal, state, and local regulations governing claims handling.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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Job Title: Commercial Auto Adjuster – Bodily Injury (B/I)

Job Summary

We are seeking an experienced and detail-oriented Commercial Auto Adjuster with a focus on Bodily Injury (B/I) claims to join our claims team. In this role, you will be responsible for investigating, evaluating, and resolving complex commercial auto claims involving bodily injury, while delivering exceptional customer service. Our ideal candidate thrives in a collaborative and dynamic environment and is committed to ensuring fair and timely claims resolution.

Responsibilities

• Claims Handling: Investigate and manage a caseload of commercial auto bodily injury claims from initial report to resolution, ensuring compliance with company policies and regulatory requirements.
• Evaluation & Settlement: Review medical records, accident reports, and other relevant documentation to assess liability and damages; negotiate claim settlements in an equitable and efficient manner.
• Customer Interaction: Communicate with claimants, policyholders, attorneys, medical professionals, and other parties involved in a professional and empathetic manner, creating positive experiences for all.
• Documentation: Maintain accurate and detailed records of claim activities, including investigative notes, reports, and settlement information.
• Litigation Support: Collaborate with litigation teams in cases where claims escalate to lawsuits, providing necessary documentation and professional recommendations.
• Compliance: Stay updated on applicable laws and regulations related to claims and insurance practices, ensuring adherence to internal and external guidelines.
• Team Collaboration: Work cross-functionally with colleagues in underwriting, risk management, and other departments to support organizational goals and improve claims service offerings.

Qualifications/Requirements

• 3+ years of experience handling bodily injury claims, preferably within commercial auto insurance. Claims Adjuster license required.
• Proficiency in claims management software and Microsoft Office Suite. Strong analytical and investigative skills.
• Excellent communication and negotiation skills with the ability to establish rapport and resolve conflicts effectively.
• Strong attention to detail and ability to manage multiple claims simultaneously while meeting deadlines.
• Demonstrated ability to thrive in a fast-paced environment and make decisions confidently under pressure.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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Job Description: Commercial Lines Client Service Manager (CSM)

Job Summary

We are seeking a dedicated, detail-oriented, and customer-focused Commercial Lines Client Service Manager (CSM) to join our team. As a key member of our organization, you will serve as the main point of contact for commercial clients, nurturing client relationships while providing outstanding service and solutions to meet their unique insurance and risk management needs. You will work collaboratively with account management teams, underwriters, and internal stakeholders to support our mission of delivering exceptional service.

Responsibilities

• Build and maintain strong, long-lasting relationships with clients to ensure customer satisfaction and account retention.
• Support clients by managing commercial insurance policies, including renewals, endorsements, and policy changes.
• Provide guidance on risk assessment by reviewing client exposures and recommending appropriate insurance coverages.
• Serve as the first point of contact for client inquiries, collaborating with internal teams to resolve service issues in a timely and effective manner.
• Educate clients on available commercial lines products, policy details, and claims processes to help them make informed decisions.
• Ensure all client records and files are accurate, complete, and compliant with company and industry regulations.
• Partner closely with Producers, Account Executives, and leadership teams to develop and execute client solutions tailored to their needs.
• Stay informed about industry trends, regulatory updates, and competitive landscape to address client needs proactively.

Qualifications/Requirements

• Minimum of 3-5 years of experience in commercial lines account management, with a strong focus on customer service.
• Active and valid P&C (Property & Casualty) insurance license required.
• In-depth knowledge of commercial insurance products, policies, and market trends.
• Exceptional communication and interpersonal skills with the ability to engage diverse sets of clients.
• Strong analytical and problem-solving skills, with keen attention to detail.
• Proficiency in CRM software, agency management systems, and Microsoft Office Suite.
• Ability to manage multiple client accounts while meeting deadlines and maintaining priorities.
• Collaborative mindset with the ability to work effectively in cross-functional teams.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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Job Title: Commercial Insurance Account Manager

Job Summary

We are seeking a detail-oriented, customer-focused, and proactive Commercial Insurance Account Manager to join our dynamic team. The ideal candidate will serve as the primary point of contact for our commercial insurance clients, ensuring outstanding client service, policy management, and retention. This role requires a strong ability to build relationships, analyze client needs, and deliver tailored insurance solutions that drive customer satisfaction and loyalty.

Responsibilities

• Serve as the main liaison for commercial insurance clients, ensuring exceptional customer service and effective communication.
• Manage client accounts, including policy renewals, endorsements, and claim support processes.
• Analyze and assess client needs to recommend appropriate insurance products and coverages.
• Collaborate with carriers to negotiate terms, pricing, and policy details for the best client outcomes.
• Handle client inquiries and resolve questions or concerns in a timely and professional manner.
• Maintain accurate client records, contracts, and documentation in the company’s system.
• Proactively identify cross-sell and up-sell opportunities to address client needs.
• Ensure compliance with all industry regulations, organizational standards, and best practices.
• Participate in team meetings, training sessions, and professional development initiatives.

Qualifications/Requirements

• Experience: Minimum of 2-3 years of experience as an Account Manager in commercial insurance.
• Licensing/Certifications: Valid insurance license (Property & Casualty) required.
• Skills:
  • Strong knowledge of commercial insurance products, coverages, and industry practices.
  • Excellent written and verbal communication skills, with an emphasis on interpersonal skills.
  • Demonstrated aptitude for problem-solving and analyzing client needs strategically.
  • Exceptional organizational skills and ability to manage multiple accounts effectively.
  • Proficiency in insurance management software and Microsoft Office Suite.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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Commercial Insurance Account Executive

Established agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of commercial lines insurance coverage. Candidate will be familiar with all coverage lines with both admitted and non-admitted carriers.

The ideal candidate will have the following qualifications:

• Experience working with multiple lines coverage.
• Ability to manage a large, established book of business. 
• Prior experience in a client facing role, building and maintaining relationships
• Ability to handle new and renewal business, including coverage review and endorsements.  
• 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.
• Responsible for retention of all accounts assigned to them.
• 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.

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Personal Lines/Commercial Lines Insurance Account Manager - Hybrid 

Serves customers by providing Agency product and service information, providing assistance and resolving claims and service problems. 

Responsibilities include:

• Attracts potential customers by answering product and service questions; suggesting information about other products and services.

   

• Maintains strong clientele relationships by responding to inquiries and documenting actions, assisting in filling of policy documents and proactively identifying and resolving errors.

   

   

• Receives S.O.S calls from clients who have been involved in an accident, vehicle breakdown, or clients who need assistance with their vehicles and mobilizes help for such clients.

   

• Receive visiting customers and provide them with necessary assistance.

   

• Offers information about price quotes to prospective customers via cross selling existing clients, X Dates, QNS leads and new clients.

   

• Manages and protects the reputation of the agency.

   

• Opens and maintains customer accounts by recording and updating account information.

   

• Resolves product and/or service problems by clarifying the customer's complaint, determining the cause of the problem, selecting and explaining the best solution to solve the problem, expediting correction or adjustment and following up to ensure resolution.

   

• Utilizes management software to record all conversations with clients including details of inquiries or complaints and action steps taken.

   

• Understand the company’s insurance policies and products to determine whether a policy covers a type of loss.

   

• Communicate changes or adjustment in policies to clients. Send newsletters, mails, and other forms of correspondences to customers.

   

• Ensure new business meets carrier’s compliance standards.

   

• Prepares product and/or service reports by collecting and analyzing customer information.

   

• Performs additional tasks as requested or as needed.

Requirements:

• Must have an active P&C license
• Must have working knowledge of agency management softwares (Hawksoft preferred but not required)

• Must have excellent presentation and communication skills
• Ability to multi-task and work in fast paced Insurance environment

• Ability to work within a team environment
• Ability to self-direct the completion of insurance related job duties

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Job Title: Commercial Insurance- Agency Client Service Leader

Department: Commercial Insurance

Reports To: Director of Commercial Operations

Location: Atlanta, GA 

Job Summary: The Commercial Client Service Leader is responsible for overseeing and enhancing the client service experience for commercial insurance clients. This role involves managing a team of client service representatives, ensuring the delivery of high-quality service, and maintaining strong relationships with clients and carriers. The ideal candidate will have extensive experience in commercial insurance, exceptional leadership skills, and a passion for client satisfaction.

Key Responsibilities:

1. Team Leadership and Development:

   • Lead, mentor, and develop a team of client service representatives ranging from 30-40 employees. 
   • Conduct regular team meetings and performance reviews.
   • Implement training programs to ensure team members are knowledgeable about products and services.

2. Client Relationship Management:

   • Serve as the primary point of contact for high-value commercial clients.
   • Develop and maintain strong, long-term relationships with clients.
   • Address and resolve client inquiries, concerns, and complaints promptly and effectively.

3. Operational Excellence:

   • Oversee the day-to-day operations of the client service team.
   • Ensure all client interactions are documented accurately in the CRM system.
   • Monitor and analyze team performance metrics to identify areas for improvement.

4. Strategic Planning and Execution:

   • Develop and implement strategies to enhance client satisfaction and retention.
   • Collaborate with other departments to ensure seamless service delivery.
   • Stay informed about industry trends and best practices to drive continuous improvement.

5. Carrier Relationship Management:

   • Manage and strengthen relationships with insurance carriers.
   • Negotiate terms and conditions with carriers to ensure the best outcomes for clients.
   • Stay updated on carrier offerings and changes in the market.

6. Account Management:

   • Oversee the quoting and placement of commercial insurance accounts.
   • Ensure accurate and timely processing of renewals, endorsements, and claims.
   • Provide strategic solutions to meet clients' insurance needs.

Qualifications:

• Bachelor's degree in Business, Finance, or related field.
• Minimum of 10 years of experience in commercial insurance, Prior Leadership experience 
• Strong knowledge of commercial insurance products and services.
• Excellent communication, interpersonal, and negotiation skills.
• Proven ability to lead and develop a high-performing team.
• Proficiency in CRM software and Microsoft Office Suite.
• Professional designations (e.g., CIC, CPCU) preferred.

Skills and Competencies:

• Client-focused mindset with a passion for delivering exceptional service.
• Strong analytical and problem-solving skills.
• Ability to manage multiple priorities and meet deadlines.
• Detail-oriented with strong organizational skills.
• Ability to work independently and collaboratively in a team environment.

Working Conditions:

• Office environment with occasional travel to client sites and industry events.
• Regular business hours with flexibility for additional hours as needed.

Compensation and Benefits:

• Competitive salary based on experience.
• Comprehensive benefits package including health, dental, vision, and retirement plans.
• Professional development opportunities.
  
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