Job Description

Commercial Insurance Account Manager/CSR

Job Summary

Seeking a highly motivated, detail-oriented Commercial Insurance Account Manager/Customer Service Representative (CSR) to join a team. The ideal candidate will provide outstanding service to clients by managing accounts, assisting with renewals, and addressing client inquiries. This position requires excellent organizational skills, a client-focused mindset, and the ability to work collaboratively.

Responsibilities

• Build and maintain strong client relationships by addressing customer inquiries and resolving issues promptly.
• Assist in preparing and processing renewal documents, quotes, and endorsements for commercial insurance policies.
• Support the sales team by identifying client needs and suggesting appropriate insurance solutions.
• Manage policy changes, cancellations, billing inquiries, and other customer service tasks.
• Maintain accurate and up-to-date account information in the system.
• Collaborate with underwriters, carriers, and other team members to provide seamless client support.
• Educate clients about available coverage options and changes to policy terms.
• Ensure compliance with all applicable laws and regulations in the insurance industry.
• Actively participate in company meetings, training, and development opportunities to enhance skills and knowledge.

Qualifications/Requirements

• Proven experience as an Account Assistant, Customer Service Representative, or similar role in commercial insurance.
• Strong understanding of commercial insurance concepts, policies, and procedures.
• Excellent communication skills, with the ability to clearly explain complex information to clients and team members.
• Proficient in using insurance management software and Microsoft Office Suite (Word, Excel, Outlook).
• Highly organized, with the ability to manage multiple tasks and deadlines.
• Exceptional problem-solving and decision-making skills.
• Ability to work both independently and as part of a collaborative team.
• Holds an active P&C (Property and Casualty) insurance license.

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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