Job Description

Commercial Lines Account Technician/Customer Service Representative (CSR)

Job Summary

Seeking a motivated and detail-oriented individual to join a team as a Commercial Lines Account Technician/Customer Service Representative (CSR). This is an entry-level, in-office position, offering an excellent opportunity to grow and develop within a team-oriented environment. The successful candidate will provide essential clerical and administrative support to the production teams, with the potential to advance into more specialized roles over time.

Compensation Package

• Salary Range: $50,000 - $55,000 annually
• Benefits: Comprehensive benefits package, including 401(k)

Responsibilities

• Provide clerical support to production teams, including handling print jobs, assembling proposal binders, and ordering loss runs.
• Assist with application input into the Agency Management System and Workers’ Compensation rating as part of ongoing training.
• Support the team in various administrative tasks to ensure smooth operations.
• Collaborate with team members to maintain a high level of organization and efficiency.

Qualifications/Requirements

• Education & Experience:
  • 1-2 years of relevant experience preferred.
  • Familiarity with AMS360 software is required.
• Licenses/Certifications:
  • Property & Casualty (P&C) license is required.
• Skills & Attributes:
  • Strong organizational skills and attention to detail.
  • A proactive, "go-getter" attitude with the ability to work effectively in a team-oriented environment.
  • Excellent communication and interpersonal skills.
  • Ability to manage multiple tasks and prioritize effectively.

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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