Job Description
Commercial Lines CSR / Assistant Account Manager
Job Summary
Seeking a dedicated and detail-oriented Commercial Lines CSR / Assistant Account Manager to join a team. This is a fully remote position offering a flexible and supportive work environment. The ideal candidate will have a strong background in commercial lines insurance excellent organizational skills and the ability to work independently while maintaining a high level of accuracy and professionalism.
Compensation Package
- Salary Range: $45000 - $60000 (commensurate with experience)
- Competitive benefits package 401(k) paid time off professional development opportunities etc.
Responsibilities
- Answer incoming phone calls and provide exceptional customer service.
- Process policy changes including quoting endorsing invoicing and updating vehicle/driver/coverage changes.
- Manage carrier websites to process endorsements cancellations and policies.
- Issue renewal documents ensuring accuracy in binders invoicing premium financing setup and certificate issuance.
- Assist clients with inspections and audits including sending forms and providing guidance.
- Handle bond renewals and new bond applications including quoting and issuing.
- Manage incoming faxes including receiving distributing and sending as needed.
- Maintain accurate records in AMS360 ensuring data matches endorsements and invoices.
- Support agents with servicing accounts including adding or removing vehicles issuing ID cards and processing certificates of insurance.
Qualifications/Requirements
- Licenses: Active Property & Casualty (P&C) license required.
- Experience: Minimum of 2 years in commercial lines insurance.
- Technical Skills: Proficiency in AMS360 preferred.
- Soft Skills: Strong attention to detail excellent communication skills ability to work independently and a proactive approach to problem-solving.
- Work Environment: Must have a dedicated home office space free from distractions.
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.
#LI-EL1
Job DescriptionCommercial Lines CSR / Assistant Account ManagerJob SummarySeeking a dedicated and detail-oriented Commercial Lines CSR / Assistant Account Manager to join a team. This is a fully remote position offering a flexible and supportive work environment. The ideal candidate will have a stro...
Job Description
Commercial Lines CSR / Assistant Account Manager
Job Summary
Seeking a dedicated and detail-oriented Commercial Lines CSR / Assistant Account Manager to join a team. This is a fully remote position offering a flexible and supportive work environment. The ideal candidate will have a strong background in commercial lines insurance excellent organizational skills and the ability to work independently while maintaining a high level of accuracy and professionalism.
Compensation Package
- Salary Range: $45000 - $60000 (commensurate with experience)
- Competitive benefits package 401(k) paid time off professional development opportunities etc.
Responsibilities
- Answer incoming phone calls and provide exceptional customer service.
- Process policy changes including quoting endorsing invoicing and updating vehicle/driver/coverage changes.
- Manage carrier websites to process endorsements cancellations and policies.
- Issue renewal documents ensuring accuracy in binders invoicing premium financing setup and certificate issuance.
- Assist clients with inspections and audits including sending forms and providing guidance.
- Handle bond renewals and new bond applications including quoting and issuing.
- Manage incoming faxes including receiving distributing and sending as needed.
- Maintain accurate records in AMS360 ensuring data matches endorsements and invoices.
- Support agents with servicing accounts including adding or removing vehicles issuing ID cards and processing certificates of insurance.
Qualifications/Requirements
- Licenses: Active Property & Casualty (P&C) license required.
- Experience: Minimum of 2 years in commercial lines insurance.
- Technical Skills: Proficiency in AMS360 preferred.
- Soft Skills: Strong attention to detail excellent communication skills ability to work independently and a proactive approach to problem-solving.
- Work Environment: Must have a dedicated home office space free from distractions.
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.
#LI-EL1
View more
View less