Commercial Lines CSR/Account Manager
Job Description
Account Manager wanted, but if you are a CSR looking for the next step in your career, this agency is also open to training a CSR to be an Account Manager!
- HOURS: Monday – Thursday, 8:30 am – 5 pm (1 hour lunch) and Friday 9 am – 4:30 pm (1 hour lunch)
- DURATION: Direct Hire
- WORKPLACE: In office
- PAY: $70,000 to $85,000 depending on experience
- To qualify for $80k, plus, the Commercial AM must have a minimum of 3 years recent experience and know AMS 360. (intermediate to advanced level).
- BENEFITS: This client offers a comprehensive benefits package, including health insurance with the employer covering part of the cost
-The CSR / Account Manager will assist on a Commercial book of business, $2.5 mil in premium.
-The book consists of Lessors Risks and Apartments. This specific experience is not a must, but the CSR/AM must have CL package and BOPs experience. Will also work with EPLI, D&O and E&O.
- Client Servicing
- Communicating with prospects, clients, and underwriters via telephone and e-mail
- Presentation of quotes and proposals for new business and renewals
- Review policies, identify deficiencies and determine appropriate level of coverage
- Manage renewal process
- Create certificates of insurance, endorsement requests and binders
- Online rating with multiple carriers
- Completion of Acord applications
Requirements:
- Minimum of 3 years’ experience recently working as a CL CSR / Account Manager, working within an independent agency environment.
- The qualified candidate must hold an active CA Property/Casualty license.
- Proficient with Microsoft Excel, Word, and Outlook.
- AMS 360 is preferred.
- Must be able to work in a fast-paced environment and offer excellent customer service at all times!
- Must have clear and written communication skills.
Meet Your Recruiter
Nancy Thai
Account Manager
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.