Licensed Account Manager / Customer Service Representative (CSR)Capstone Insurance Group • Minneapolis, MN, US

Licensed Account Manager / Customer Service Representative (CSR)

Capstone Insurance Group • Minneapolis, MN, US

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Job Description

About Us :

Capstone Insurance Group is an independent insurance agency serving Minnesota families and businesses. We pride ourselves on personalized service, long-term relationships, and a supportive, team-oriented culture. With a growing book of business and a strong focus on client care, we're looking for an experienced, licensed Account Manager / CSR to join our team.

Position Overview

We are seeking a licensed, detail-oriented Account Manager / Customer Service Representative to join our commercial insurance team. This role combines account management responsibilities with customer service excellence, requiring strong communication skills, insurance knowledge, and the ability to build lasting client relationships.

We offer a competitive salary, bonus earning potential, unlimited PTO, matching 401k, life insurance, disability insurance, and much more!

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Work from Home

Flexible Schedule

Mon-Fri Schedule

Hands on Training

Parental Leave

Disability Insurance

Life Insurance

Career Growth Opportunities

Retirement Plan

Paid Time Off (PTO)

Responsibilities

Key Responsibilities

Account Management

Manage and service existing commercial insurance accounts
Process policy changes, endorsements, and renewals
Review and analyze insurance coverage to ensure adequate protection
Prepare and present renewal proposals to clients
Maintain accurate client records and documentation
Cross-sell additional insurance products and services
Conduct policy reviews and risk assessments
Customer Service
Serve as primary point of contact for assigned accounts
Handle client inquiries via phone, email, and in-person
Assist clients with claims reporting and follow-up
Provide exceptional customer service to maintain client satisfaction
Resolve client concerns and complaints promptly and professionally
Educate clients on insurance coverage and policy terms

Administrative Duties

Prepare insurance applications and related documentation

Maintain agency management system and client files

Generate reports and certificates of insurance

Process invoices and collect premiums

Coordinate with insurance carriers and underwriters

Support marketing efforts and new business development

Requirements

Required Qualifications

Valid Property & Casualty insurance license in Minnesota (REQUIRED)

Minimum 2-3 years of Property & Casualty insurance experience

Strong knowledge of P&C insurance products and coverages

Proficiency in insurance agency management systems

Excellent written and verbal communication skills

Strong organizational and time management abilities

Customer service oriented with professional demeanor

Proficient in Microsoft Office Suite

Ability to work independently and as part of a team

Preferred Qualifications

Bachelor's degree in Business, Finance, or related field

Additional insurance designations (CIC, CISR, etc.)

Experience with Applied Epic or similar agency management systems

Commercial lines insurance knowledge

Previous account management or sales experience

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Licensed Customer Service Representative • Minneapolis, MN, US