Commercial Insurance Customer Service Representative

Can work hybrid from Wilmington, DE

Job Summary

Are you looking for an engaging and rewarding opportunity within the insurance industry? If so, an established insurance agency is seeking a Commercial Insurance Customer Service Representative to join their Commercial Lines department. This position plays a pivotal role in delivering unparalleled service that leaves a lasting impression. Your dedication to providing timely, consistent, and top-notch service will make a significant impact, fostering lasting relationships and driving collective success.

Responsibilities

• Responsible for servicing a book of business, ensuring client satisfaction and retention.

• Develop and nurture strong relationships with key clients and insurance carriers through regular communication via phone, email, and in-person meetings.
• Address client inquiries related to administration, billing, claims, and other service-related issues promptly and professionally.
• Maintain excellent communication with clients, carriers, producers, and team members in a professional and timely manner.
• Create professional and accurate insurance proposals for presentation to clients.
• Develop concise and informative summaries for existing clients to ensure they have a clear understanding of their insurance coverage.
• Continuously identify cross-sell opportunities within existing client accounts.
• Proactively suggest new lines of coverage to clients, tailoring recommendations to their specific needs.
• Monitor and manage the renewal process for assigned clients.
• Market client accounts, prepare marketing information, gather necessary data for client presentations, and present marketing options to clients.
• Complete the implementation process for policies, ensuring all required forms are prepared and delivered to clients.
• Utilize the client management system to update policies, log client meetings and activities, and manage follow-ups efficiently.
• Coordinate relationship management meetings with assigned clients.
• Stay updated on industry trends, market developments, new products, and legislative changes relevant to clients' needs.
• Stay informed about underwriting requirements and authority outlined by each carrier to provide accurate information to clients.

Qualifications/Requirements

• Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
• Possesses a comprehensive understanding of various insurance products and demonstrates the ability to provide expert advice to clients.
• Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
• Holds an active Property and Casualty (P&C) Insurance License.
• Preferred Agency Management System Experience: EPIC
• At least 3-5 years of relevant insurance industry experience preferred.
• Previous experience in commercial lines account management.
• Holds at least one professional designation or has comparable job experience.
• Above average computer skills with the capacity to master essential software programs.
• Industrial contractor experience required.
• Oil industry experience required.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.

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-OS1

Commercial Lines Assistant

Job Summary

Are you looking for a rewarding opportunity in the insurance industry?

If so, an established agency is looking for a Commercial Lines Assistant to join their team! This integral position provides essential service and support functions, ensuring the smooth operation of the agency. Some key responsibilities include processing notices, endorsements, certificates, and audits, assisting with renewals, and checking policies.

Responsibilities

• Assist in day-to-day account management.
• Address client inquiries, coverage, and policy questions promptly and professionally.
• Handle claims inquiries and facilitate the claims process for clients.
• Cultivate strong client relationships through regular communication and proactive support.
• Act as a reliable point of contact for clients, addressing their needs and concerns.
• Demonstrate a strong understanding of the underwriting process, including new and renewal business.
• Maintain accurate and organized client files and documentation.
• Prepare and process policy endorsements, certificates of insurance, and other required documents.
• Assist with policy issuance and ensure all documentation complies with industry standards.
• Collaborate with the sales team to support client acquisition and retention efforts.
• Assist in identifying upsell and cross-sell opportunities for existing clients.
• Participate in the preparation of insurance proposals and presentations.
• Assist in assessing client risk profiles to recommend appropriate coverage options.
• Stay informed about industry regulations and compliance requirements.
• Ensure all client transactions and documentation adhere to industry standards and legal guidelines.
• Play a key role in client retention efforts by delivering exceptional service and building strong client loyalty.

Qualifications/Requirements

• Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
• Possesses a full knowledge of insurance products and usages.
• Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
• Holds an active Property and Casualty (P&C) Insurance License.
• Preferred Agency Management System Experience: AMS360
• 1+ years of relevant insurance industry experience preferred.
• Previous commercial lines insurance experience preferred.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $60K-$70K (based on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.
• Hybrid 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-DM2

COMMERCIAL LINES ASSOCIATE ACCOUNT MANAGER (CSR) - Insurance Agency

Job location: Holmdel, NJ
Successful independent insurance brokerage located in Holmdel, NJ is seeking to add a Commercial Insurance Associate Account Manager (CSR) to an expanding, professional team. In this role, you will support a book of small business accounts.   Candidates should be detailed, efficient and able to manage multiple personalities as they may work with various producers within the office. Duties: Handle policy checking, servicing needs like certificates and ID cards and endorsements; this could also translate into a larger Account Manager role in the future.  

A valid P&C license is required.  The ideal candidate will have a minimum of 3 years commercial lines customer service experience, have working knowledge of Vertafore products (AMS360, ImageRight, etc.), possess excellent communication skills and be willing to work in the office (not remotely).

• At least 3 years’ experience with Commercial Lines
• Experience with a variety of major insurance carriers. 
• Current Property & Casualty License

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Come join an established and growing, independent insurance agency!

We are seeking a Customer Service Representative that will oversee many day to day responsibilities that help our office run smoothly.

Responsibilities:

-Sorting paperwork and mail.

-Using the company management system to file paperwork.

-Completing requests for Certificates of Insurance.

-Answering the phone and transferring calls as needed.

-Assisting agents with policy endorsements

-Must be computer literate (MS Work, Outlook, Internet, etc.)

-Utilizing time management, problem solving, and organizational skills.

Requirements:

- Current P&C License Preferred. 

- Prior experience in Personal Lines Servicing will be considered in lieu of licensing.

- Independent self-starter able to manage tasks efficiently.

#LI-KB1 

Agency Bookkeeper 

Commercial Lines Assistant Account Manager

Job Summary

Are you looking for a rewarding opportunity in the insurance industry?

If so, a leading agency is looking for a Commercial Lines Assistant Account Manager to join their team! This integral position provides essential service and support functions, ensuring the smooth operation of the agency. Key responsibilities include assisting account managers in addition to providing support with customer service, account retention, back-office tasks, and more.

Responsibilities

• Assist in day-to-day account management.
• Address client inquiries, coverage, and policy questions promptly and professionally.
• Handle claims inquiries and facilitate the claims process for clients.
• Cultivate strong client relationships through regular communication and proactive support.
• Act as a reliable point of contact for clients, addressing their needs and concerns.
• Demonstrate a strong understanding of the underwriting process, including new and renewal business.
• Maintain accurate and organized client files and documentation.
• Prepare and process policy endorsements, certificates of insurance, and other required documents.
• Assist with policy issuance and ensure all documentation complies with industry standards.
• Collaborate with the sales team to support client acquisition and retention efforts.
• Assist in identifying upsell and cross-sell opportunities for existing clients.
• Participate in the preparation of insurance proposals and presentations.
• Assist in assessing client risk profiles to recommend appropriate coverage options.
• Stay informed about industry regulations and compliance requirements.
• Ensure all client transactions and documentation adhere to industry standards and legal guidelines.
• Play a key role in client retention efforts by delivering exceptional service and building strong client loyalty.

Qualifications/Requirements

• Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
• Possesses a full knowledge of insurance products and usages.
• Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
• Holds an active Property and Casualty (P&C) Insurance License.
• Preferred Agency Management System Experience: EPIC
• 3-5 years of relevant insurance industry experience preferred.
• Previous experience in commercial lines insurance.
• Above average computer skills with the capacity to master essential software programs.
• Previous generalist experience is required.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $60K-$70K (based on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.

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

Personal Lines Insurance Account Manager

Established agency seeking to add a personal lines account manager to their team.

Responsibilities include:

• Handling Standard Personal Lines accounts
• Client presentations and ability to resolve client concerns and issues
• Review and recommend coverages for clients with a focus on satisfaction, retention and rounding existing accounts
• Liaison between clients and carriers

• Ability to cross sell and help walk-in/phone- sales questions

• Ability to handle all types of personal insurance
• Order and process renewal & change requests
• Advise of coverage recommendations and assist clients with Insurance claims
• Assist in retaining accounts: follow up on cancelations & Broker of Record Letters
• Cross sell & round out accounts

Requirements:

• Must have an active P&C license in the state of Maryland

Must have working knowledge of agency management software, insurance rating Software and Microsoft Office

• 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

#LI-SW1

Our client is seeking a P&C licensed, dedicated, and proactive Commercial Lines Account Manager to join their team.

Join Our Team as a Commercial Insurance Assistant Account Manager!

Are you ready to ignite your passion for commercial insurance and make waves in the industry? We're seeking a go-getter who thrives on excitement and is eager to dive headfirst into the dynamic world of insurance. If you're someone who's enthusiastic about making a real difference while working in a fast-paced environment, then buckle up – because we want you on our team! Join us at our established agency as a Commercial Insurance Assistant Account Manager and let's kick-start this thrilling journey together. Check out the electrifying details below:

Why Join our Amazing TEAM?

• Dive into a world where your enthusiasm is celebrated, and your growth is nurtured.
• Be part of a tight-knit team that's all about collaboration and delivering top-notch client service.
• Enjoy a competitive compensation package that's just the beginning of your journey to success.

Where you can show off your SHINE!:

• Get ready to tackle new challenges every day as you dive into handling new and renewal business with flair.
• Put your eagle-eye to work as you meticulously review insurance contracts to ensure clients get the best coverage.
• Get your creative juices flowing as you whip up essential documents like certificates, proposals, and policy summaries.
• Whether you're flying solo or working as part of a team, you'll be a driving force behind our sales efforts and revenue growth.
• Take charge of account retention like a pro, solving puzzles from cancellations to claims with confidence.

Do you have these qualifications? FANTASTIC!!:

• Bring your experience in multiple lines of coverage to the table, and let's turbocharge our success together.
• While having an active Property & Casualty (P&C) license is a plus, your eagerness to learn and grow is what really gets us excited!
• Attention to detail is your middle name, and you thrive under the pressure of delivering excellence.
• Communication skills? You've got 'em! Your ability to connect with clients and colleagues is what sets you apart.
• Show us your winning track record of delivering stellar client service – we're all ears!
• Ready to hit the ground running? We need someone who can keep up with the fast pace and isn't afraid to take the lead!

How to Apply: Eager to jump-start your career with us? We're just as excited to hear from you! Send over your resume and tell us how you'll bring your A-game to the table!

#LI-DT1

Become a Vital Player in Commercial Insurance as Our Assistant Account Manager!

ATTENTION: PLEASE REVIEW THE JOB DESCRIPTION BEFORE APPLYING

Are you passionate about commercial insurance and have an eye for detail? We're on the lookout for a dedicated professional who possesses a thorough understanding of commercial lines insurance coverage to join our esteemed team.

What You'll Bring to the Table:

Expertise in Coverage: Proficiency in various commercial insurance coverage lines and carriers. Capable of managing both new and renewal business, ensuring meticulous coverage review and precise endorsements.
Contract Review: Conducting thorough examinations of insurance contracts to ensure accuracy.
Document Mastery: Proficient in preparing certificates, proposals, policy summaries, and conducting reviews.
Team Spirit: Ability to thrive both independently and as a team player, supporting sales initiatives and contributing to agency revenue growth.
Client Contact: Responsible for the retention of all assigned accounts through proactive support and adept problem-solving.
Solution-Oriented: Utilizing problem-solving skills to address a variety of issues including cancellations, claims, and renewal matters.
P&C License: Must possess an active Property & Casualty license.

Why Choose Us: Be a part of a supportive and collaborative team committed to delivering exceptional service and value to our clients. Experience personal and professional growth in an ever-evolving environment.

Ready to Take the Plunge? If you're eager to launch your career in commercial insurance alongside a passionate team, waste no time and apply today!

#LI-NB1