Commercial Lines Insurance CSR / Account Manager
Job Description
Commercial Lines CSR/Account Manager needed for a well-established agency that promotes and encourages your professional development and growth!
In this agency, they prioritize helping you grow in your career. They provide assistance to obtain and maintain designations, great benefits package, and annual bonus! Joining this team, you will work with the Producer and Account Manager to service the growing book of generalized risks, including but not limited to:
- Caring for renewal marketing A-Z
- Obtaining renewal information from insured's, vehicle/driver/location lists, run MVRs, obtain loss runs, submit to market as directed by Producer or current Account Manager
- Daily servicing includes answering coverage questions, endorsements, certificates, claims, etc.
- Agency invoicing
- Communicate and negotiate with underwriting
- Maintain professional working relationships with insurance companies and other departments/personnel within the agency
Key Details:
- HOURS: Full-Time Hours, Mon-Fri, 8:00AM-5:00PM
- DURATION: Direct Hire
- PAY: $52,000 - $85,000 + Bonus ( To qualify for $70k - $85k, the qualified candidate must have 3-5 years in an Account Manager role with EPIC experience.)
- BENEFITS: This client offers a full comprehensive benefits package, and support to obtain designations
- WORKSITE: This is a full time in office position
To succeed in this role, you should have the following experience & skills:
- 5+ years of current independent insurance agency experience working as an Account Manager/Customer Service Rep on Commercial Insurance risks
- Intermediate Applied Epic skills are a must!
- Proven experience processing endorsements, billing/invoicing, financing, reviewing, and checking policies, and marketing new and renewal business to multiple insurance carriers
- Proficient with the Microsoft Office suite including Excel, Word, Outlook, and PowerPoint
- An Active Arizona P&C License
- Strong multi-tasking skills as this is a large book of business with heavy servicing and renewal work!
Meet Your Recruiter
Nancy Thai
Account Manager I
Since joining SDI Staffing in 2022, Nancy has demonstrated a strong aptitude for talent acquisition and client relations. She initially started as a Recruiter and has successfully transitioned into the role of an Account Manager. She has a deep passion for aiding candidates in their career journeys and takes great satisfaction in collaborating with clients to secure ideal candidates to add to their teams. Nancy's extensive knowledge in both Personal and Commercial Lines insurance, particularly with captive carriers, enables her to provide exceptional service. She works closely with clients to understand their specific needs and consistently delivers the perfect match for their offices.
In her free time, Nancy enjoys working out, trying out new restaurants, and spending time with her family.