Commercial Lines insurance CSR

Assist commercial property and casualty insurance account managers in managing a book of construction company clients and generating new business leads.

Essential Duties include:

• Service of Commercial Lines Insurance
• Disseminate appropriate needs of client as it relates to Commercial Insurance
• Facilitate requests and needs of Carriers on behalf of clients
• Enter client/prospect data into Agency Management Software
• Secure and prepare summaries of clients’ historical Loss Data
• Assist Account Executives with marketing Carriers for appropriate coverage as needed
• Use online carrier tools to develop quotations
• Prepare pre-renewal information for client’s review and approval
• Update client proposals (Word/PDF Tables)
• Process completed applications, including follow-up for documents required
• Request policy changes as requested by client, Account Executive or Producer
• Check Policies, Endorsements and Policy Audits for accuracy
• Bill policy transactions
• Follow through on transactions to ensure policies are properly issued
• Work on special projects as assigned at the direction of Account Executive and office leadership

Requirements:

• Excellent written and verbal communication skills
• Self-confident to make sound independent decisions
• Ability to successfully interact with a variety of people and function well in a team environment
• Customer focused to establish and maintain effective relationships
• Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook
• Ability to prioritize multiple tasks to meet deadlines
• Must ne proficient using Epic Applied Agency Management System
• Possess good analytical and problem solving skills
• Strong attention to details, decision making skills, and problem resolution
• Ability to handle situations in a calm, courteous and professional manner
• A minimum of 3 years of commercial lines insurance experience

EDUCATION AND/OR EXPERIENCE:

• High School graduate or general education degree (GED), college preferred
• A P&C License

Job Types: Part-time, Full-time

Pay: $50,000.00 - $65,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off

Schedule:

• Monday to Friday

Work Location: Remote