Insurance CSR
Insurance CSR
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Job Description
Job Title
Assistant Account Manager/ Senior CSR
Location
Chamblee Georgia / Hybrid (3 days in office 2 days remote)
Position Summary
Assistant Account Manager / Senior CSR serves as the operational glue between our Account Management and Accounting teams. Youll own day-to-day premium invoicing funding and reporting tasks while maintaining high-touch client serviceensuring revenue is recorded accurately cash is applied promptly and clients receive timely error-free documentation.
Salary range: $50k - $75k plus benefits package including major medical 401k profit sharing.
Responsibilities
Generate and email client invoices (direct-bill & agency-bill) within 24 hrs of binding or endorsement.
Record daily deposits apply cash to open invoices and scan checks for remote deposits.
Prepare month-end premium commission and trust-account reconciliations; investigate and resolve variances with carriers.
Draft and execute premium-finance agreements; monitor disbursement schedules track funding and upload documents to the AMS.
Track policy changes endorsements audits and cancellations to ensure corresponding invoices/credits are processed accurately.
Maintain Veruna/Salesforce client records: attach documentation update financing details and log communications.
Answer client billing questions and provide clear courteous explanations to insureds brokers and insurance carriers.
Monitor funding and commission payments; escalate delinquencies or short pays.
Assist the Accounting Manager and Account Manager with day-to-day tasks and fulfill any other duties they may assign.
.
Experience and Qualifications
Minimum of two years commercial P&C insurance experience (preferably five) within a retail agency setting
Exceptional attention to detail that catches billing data and coverage errors before they reach clients.
Flexible mindset able to pivot between accounting tasks client service and ad-hoc requests without missing deadlines.
Proficient in Microsoft 365 Google Workspace and SharePoint shared drives for seamless document management.
Excellent written and verbal communication coupled with strong problem-solving abilities.
Outstanding organizational and time-management skills support juggling multiple priorities.
#LI-MK3
Employment Type
Full-Time
