Job Description

Job Title: Commercial Lines CSR - Real Estate, Healthcare, and Nursing Homes - Hybrid - up to $90k

Company:  Independent Insurance Agency 

Job Description:

We are seeking a dedicated and experienced Commercial Lines CSR to join our team, specializing in providing insurance solutions to the Real Estate, Healthcare, or Nursing Home industries. This role will focus on managing and servicing clients within Real Estate, Healthcare, and/or Nursing Home Sectors.  The CSR will be responsible for handling general liability, professional liability, and property insurance coverages. With 4+ years of relevant experience, this role offers the opportunity to contribute to our clients' risk management needs while fostering strong client relationships.

Responsibilities:

• Coverage Analysis: Assess clients' insurance needs and develop comprehensive insurance coverage recommendations tailored to their specific risks.
• Policy Administration: Manage the full policy lifecycle, from applications and endorsements to renewals and policy changes.
• Risk Assessment: Conduct risk assessments to identify potential exposures and provide informed risk management recommendations.
• Claims Assistance: Facilitate the claims process by collaborating with clients, insurers, and claims adjusters to ensure efficient and fair claim resolution.
• Coverage Review: Regularly review policies to ensure clients' coverage aligns with their evolving needs and industry changes.
• Client Consultation: Offer professional advice on risk mitigation strategies and insurance options to enhance clients' risk management efforts.
• Documentation: Maintain accurate and organized client records, including policy documents, correspondence, and other relevant information.
• Market Research: Stay informed about insurance market trends, carrier offerings, and industry regulations affecting the real estate sector. 
• Client Relationships: Cultivate strong relationships with clients through exceptional service, timely communication, and proactive problem-solving.

Qualifications:

• Bachelor's degree in Business, Finance, or related field (preferred).
• 4+ years of experience in commercial insurance account management.
• Experience in handling real estate industry clients is required
• Proficiency in general liability, professional liability, and property insurance coverages.
• Strong analytical skills to assess client risks and recommend appropriate solutions.
• Excellent communication and interpersonal skills for effective client interactions.
• Detail-oriented with the ability to manage multiple tasks and prioritize responsibilities.
• Familiarity with insurance agency software Applied Epic and Microsoft Office Suite.
• Active insurance license (Property & Casualty) preferred

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