#LI-DK1

Personal Lines Insurance Assistant/CSR - REMOTE (Florida & Georgia Applicants ONLY)

Must be P&C licensed 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

Job Summary

We are seeking a skilled Surety Account Manager to join our team. The ideal candidate will be responsible for managing client relationships and maintaining a portfolio of surety bond accounts. They will need to have excellent communication skills, a strong attention to detail, and a proven track record in account management.

Responsibilities

• Develop and maintain strong client relationships
• Manage a portfolio of surety bond accounts
• Review and analyze financial statements, credit reports, and other pertinent information for underwriting purposes
• Collaborate with underwriters and other team members to ensure timely and accurate processing of bond accounts
• Keep abreast of industry trends and provide clients with guidance and support as needed
• Monitor account performance and address any issues or concerns that may arise

Qualifications/Requirements

• Proven experience as an Account Manager or similar role in the surety bond industry
• Strong understanding of financial statements and credit analysis
• Excellent interpersonal and communication skills
• Ability to multitask and prioritize in a fast-paced environment
• Proficiency in relevant software and tools, such as CRM systems and Microsoft Office suite
• Demonstrated ability to work effectively in a team and independently

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.

#LI-EL1

Overview
We are seeking a dedicated Employee Benefits Technical Assistant to join our team. The ideal candidate will have strong technical skills and the ability to support our employee benefits programs. This position plays a vital role in ensuring that our employees have access to a comprehensive range of benefits and support services.

Responsibilities
- Utilize technical skills to provide support for employee benefits programs
- Assist in the management of benefit plans, including medical and voluntary benefits
- Collaborate with the HR team to ensure accurate and timely processing of benefit-related information
- Maintain accurate records and documentation related to employee benefits
- Support the implementation of new benefit programs and system enhancements
- Provide technical assistance to employees regarding benefits enrollment and usage

Qualifications
- Demonstrated experience as an Account Assistant with a strong understanding of employee benefits programs
- Proficiency in AMS systems such as Applied EPIC 
- Knowledge of Benefits: 2-100 Lives and Benefits: Medical & Voluntary
- Strong attention to detail and ability to work with sensitive and confidential information
- Excellent communication and interpersonal skills
- Ability to work collaboratively in a team environment
- Prior experience in a technical support role within a benefits department is a plus

#LI-ZS1

INDTJG

Commercial Lines Customer Service Representative (CSR)

Hybrid

$45k-$75k (DOE)

Mechanicsburg, PA

Job Overview:

We are seeking a highly motivated and customer-focused Commercial Lines Customer Service Representative (CSR) to join our team. The ideal candidate will have experience in providing exceptional service to commercial insurance clients, handling day-to-day account management tasks, and ensuring smooth operations for policyholders. In this role, you will assist with policy renewals, endorsements, claims, and overall account servicing, ensuring clients receive the highest level of customer satisfaction. Our client works closely with the church and faith based non profits

Key Responsibilities:

• Client Account Management: Provide exceptional customer service by managing commercial insurance accounts and responding promptly to client inquiries via phone, email, or in-person. Maintain relationships with clients and ensure their insurance needs are met.
• Policy Servicing: Assist with policy changes, endorsements, cancellations, and renewals. Ensure policies are updated accurately and in a timely manner.
• Quote Preparation: Assist account managers and producers in obtaining quotes, preparing proposals, and presenting coverage options to clients.
• Claims Support: Serve as a liaison between clients and insurance carriers for claims-related inquiries. Assist clients through the claims process, ensuring they understand their coverage and help resolve any issues that may arise.
• Documentation & Compliance: Ensure all client records, documentation, and transactions are accurately recorded and comply with regulatory requirements and internal procedures.
• Premium Processing: Help with billing inquiries and premium collections. Ensure all premium payments are processed and any discrepancies are resolved quickly.
• Renewals & Retention: Assist in the renewal process, including gathering information, processing renewals, and ensuring timely follow-up with clients to maximize retention.
• Problem Resolution: Address and resolve customer service issues efficiently, ensuring client satisfaction while maintaining professionalism.
• Collaboration: Work closely with producers, account managers, and other team members to ensure clients’ needs are met and accounts are properly managed.
• Cross-Selling: Identify potential opportunities to cross-sell or up-sell additional commercial insurance products to existing clients.

Qualifications:

• Knowledge: Basic understanding of commercial insurance products, including general liability, property, workers' compensation, commercial auto, and professional liability.
• Customer Service Skills: Strong communication and interpersonal skills, with the ability to build and maintain positive relationships with clients and internal teams.
• Attention to Detail: Highly organized with the ability to manage multiple accounts, track policy details, and ensure accuracy in all aspects of account servicing.
• Problem Solving: Ability to identify and resolve customer issues promptly, with a focus on providing solutions that meet client needs.
• Technology Proficiency: Familiarity with insurance software, CRM systems, and Microsoft Office Suite (Excel, Word, Outlook).
• Insurance License: Active Property & Casualty Insurance license (or willingness to obtain if required by state/province regulations).

Preferred Skills:

APPLIED EPIC SYSTEM EXPERIENCE REQUIRED*

• Experience: Experience working with a variety of commercial clients, from small businesses to large enterprises.
• Time Management: Ability to handle multiple tasks and deadlines while maintaining high levels of accuracy.

#LI-AM1

Commercial Lines Account Manager

King of Prussia

Hybrid

$40k-$50k

**Open to recent college graduates or entry level candidates**

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.

#LI-AM1

Commercial Lines Customer Service Representative (CSR)

Hybrid

$45k-$75k (DOE)

Harrisburg, PA

Job Overview:

We are seeking a highly motivated and customer-focused Commercial Lines Customer Service Representative (CSR) to join our team. The ideal candidate will have experience in providing exceptional service to commercial insurance clients, handling day-to-day account management tasks, and ensuring smooth operations for policyholders. In this role, you will assist with policy renewals, endorsements, claims, and overall account servicing, ensuring clients receive the highest level of customer satisfaction. Our client works closely with the church and faith based non profits

Key Responsibilities:

• Client Account Management: Provide exceptional customer service by managing commercial insurance accounts and responding promptly to client inquiries via phone, email, or in-person. Maintain relationships with clients and ensure their insurance needs are met.
• Policy Servicing: Assist with policy changes, endorsements, cancellations, and renewals. Ensure policies are updated accurately and in a timely manner.
• Quote Preparation: Assist account managers and producers in obtaining quotes, preparing proposals, and presenting coverage options to clients.
• Claims Support: Serve as a liaison between clients and insurance carriers for claims-related inquiries. Assist clients through the claims process, ensuring they understand their coverage and help resolve any issues that may arise.
• Documentation & Compliance: Ensure all client records, documentation, and transactions are accurately recorded and comply with regulatory requirements and internal procedures.
• Premium Processing: Help with billing inquiries and premium collections. Ensure all premium payments are processed and any discrepancies are resolved quickly.
• Renewals & Retention: Assist in the renewal process, including gathering information, processing renewals, and ensuring timely follow-up with clients to maximize retention.
• Problem Resolution: Address and resolve customer service issues efficiently, ensuring client satisfaction while maintaining professionalism.
• Collaboration: Work closely with producers, account managers, and other team members to ensure clients’ needs are met and accounts are properly managed.
• Cross-Selling: Identify potential opportunities to cross-sell or up-sell additional commercial insurance products to existing clients.

Qualifications:

• Knowledge: Basic understanding of commercial insurance products, including general liability, property, workers' compensation, commercial auto, and professional liability.
• Customer Service Skills: Strong communication and interpersonal skills, with the ability to build and maintain positive relationships with clients and internal teams.
• Attention to Detail: Highly organized with the ability to manage multiple accounts, track policy details, and ensure accuracy in all aspects of account servicing.
• Problem Solving: Ability to identify and resolve customer issues promptly, with a focus on providing solutions that meet client needs.
• Technology Proficiency: Familiarity with insurance software, CRM systems, and Microsoft Office Suite (Excel, Word, Outlook).
• Insurance License: Active Property & Casualty Insurance license (or willingness to obtain if required by state/province regulations).

Preferred Skills:

APPLIED EPIC SYSTEM EXPERIENCE REQUIRED*

• Experience: Experience working with a variety of commercial clients, from small businesses to large enterprises.
• Time Management: Ability to handle multiple tasks and deadlines while maintaining high levels of accuracy.

#LI-AM1

Job Summary

We are seeking a driven and detail-oriented Commercial Insurance Assistant Account Manager to join our dynamic team. The successful candidate will assist with managing client accounts and providing exceptional customer service.

Responsibilities

• Assisting Account Manager with client account maintenance and policy renewals.
• Providing exceptional customer service to clients, responding to inquiries and resolving issues in a timely manner.
• Collaborating with the Account Manager to prepare and process insurance documents and policies.
• Conducting insurance policy reviews and ensuring compliance with regulatory requirements.
• Compiling and maintaining accurate client records and documentation.

Qualifications/Requirements

• Proven experience as an Account Assistant or in a similar role within the insurance industry preferred.
• Strong organizational and time management skills with attention to detail.
• Excellent communication and customer service skills.
• Proficiency in Microsoft Office Suite and insurance management software.
• Knowledge of commercial insurance policies and regulations.
• Ability to work effectively in a team environment.
• Possesses an active P&C license (or willingness to obtain).

Compensation Package

• Compensation: Between $50K-$55K (based on experience).
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
• Remote work schedule available.

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.

#LI-SS1

Commercial Insurance Customer Service Representative:                                                

Established insurance agency seeking for a commercial service representative to join our commercial department.  Candidates will have the following qualifications:

Responsibilities:

The Commercial Insurance Customer Service Representative is expected to contribute to the commercial department by assisting the Account Managers through customer service, account retention, general back office support, independent thinking and problem solving.

Qualifications:

1. Ability to work with clients, answer their questions pertaining to their policies, solve any current or outstanding issues and recommend applicable coverage as needed.
2. Perform policy quoting, binding, issuing, new & renewal marketing
3. Experience identifying account rounding opportunities and suggesting applicable coverage
4. Assist multiple producers while working hand in hand with an experienced service team.
5. Developing professional customer service skills

Requirements:

1. 1-3  yr.’s experience working with an independent brokerage or agency
2. Active P&C license preferred
3. College degree preferred, not required
4. Experience working in a team environment
5. Experience working face to face with customers
6. Data Entry and Online quoting experience
7. Provides administrative support and other related services as needed (e.g., input account information into system).
8. Participates in projects/assignments as needed.

#LI-SW1

Responsibilities

• Manage commercial lines accounts, focusing on small to mid-market clients
• Handle A-Z servicing and support account managers in daily tasks
• Quote new and renewal business, and utilize Epic software for these processes
• Collaborate with the team to ensure efficient and effective client service

Qualifications

• Required or preferred P&C licensure/designations, with openness to experienced candidates willing to obtain licensure
• 1+ years of insurance experience, with a strong tenure and generalist knowledge in commercial lines
• Ability to work independently and contribute to the growth of the company

Day-to-day

The day-to-day responsibilities of the Commercial Lines Account Manager will include managing commercial accounts, providing comprehensive servicing, and supporting account managers in various tasks. This role will also involve quoting new and renewal business, utilizing Epic software, and collaborating with the team to ensure exceptional client service.

Benefits

• Competitive salary range of $40,000 to $52,000 (DOE)
• Comprehensive benefits package
• 401k options
• On-site work with potential for remote work in the future
• No travel required

#LI-DH1