Personal Insurance CSRAccount Manager
Personal Insurance CSRAccount Manager
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1 Vacancy
Job Description
Job Description
Personal Insurance CSR/Account Manager
Job Summary
An established agency is looking for a Personal Insurance CSR/Account Manager to join their team! This integral position provides essential service and support functions ensuring the smooth operation of the agency. In addition this role offers a unique opportunity to grow and develop professionally in an environment that values innovation and collaboration.
Responsibilities
- Assist in the management of client accounts and provide ongoing support.
- 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 crosssell 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
- Knowledge and understanding of various insurance coverages policies and terms.
- Excellent written and verbal communication skills.
- Strong organizational and prioritization skills.
- Proven ability to build and maintain positive client relationships.
- Keen attention to detail when reviewing policies and documents.
- Holds an active Property and Casualty (P&C) Insurance License.
- Preferred Agency Management System Experience: HawkSoft
- Some form of previous insurance industry experience required.
- 3 years of relevant insurance industry 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 $62k$83k (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 employers discretion.
#LICH2
Required Experience:
Manager
Employment Type
Full-Time
