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Commercial Insurance CSR/Account Manager
Commercial Insurance CSR/Account ManagerCromwell & Ney Insurance Agency, Inc • Escalon, CA, US
Commercial Insurance CSR / Account Manager

Commercial Insurance CSR / Account Manager

Cromwell & Ney Insurance Agency, Inc • Escalon, CA, US
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Commercial Insurance CSR / Account Manager

Join to apply for the Commercial Insurance CSR / Account Manager role at Cromwell & Ney Insurance Agency, Inc

Job Description

Are you passionate about nurturing client relationships and delivering exceptional service?

Cromwell & Ney Insurance Agency is looking for a Commercial Lines CSR to join our team in Escalon, California. As an integral part of our agency, you will manage commercial accounts, ensuring they receive top-notch service and solutions tailored to their needs.

In this role, you will be responsible for servicing commercial clients, providing personalized insurance plans, and maintaining strong client relationships. We pride ourselves on our inviting work environment and positive company culture.

If you thrive in a client-focused role and want to make a meaningful impact, Cromwell & Ney Insurance Agency is the perfect place for you.

Benefits

  • Hourly Base Salary Based on Experience
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Monday-Friday Schedule
  • Retirement Plan
  • Team Bonding Lunches
  • Evenings Off
  • 37.5-hour work week
  • Paid Time Off (PTO)

Responsibilities

  • Client Management : Develop and maintain strong relationships with commercial clients, addressing their insurance needs.
  • Policy Analysis : Evaluate and assess clients' current policies, providing accurate and tailored recommendations.
  • Renewals and Retention : Manage policy renewals proactively to ensure coverage continuity and high client retention.
  • New Business Development : Identify opportunities for new commercial insurance accounts and cross-sell additional coverage.
  • Team Collaboration : Work closely with colleagues to deliver exceptional service and achieve team goals.
  • Industry Knowledge : Stay current on industry trends, regulatory changes, and emerging risks to provide informed advice.

    • Requirements

  • Experience : Experience in commercial insurance account management or similar role.
  • Licensing : Active California Property & Casualty License required.
  • Communication Skills : Excellent verbal and written communication with a client-centric approach.
  • Attention to Detail : Strong organizational skills and meticulous attention to detail.
  • Tech-Savvy : Proficiency in CRM software and industry tools.
  • Professionalism : High integrity and professionalism with clients and colleagues.
  • Problem-solving : Strong analytical skills to address client needs efficiently.
  • Physical Ability : Must be able to lift, carry, push, and pull up to 20 lbs frequently.
  • Mobility : Comfortable with activities involving sitting, standing, squatting, kneeling, and bending frequently.

    • Company Description

    Independent Insurance Agency

    Seniority level

  • Entry level

    • Employment type

  • Full-time

    • Job function

  • Sales and Business Development

    • Industries

  • Insurance

    • J-18808-Ljbffr

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    Commercial Insurance • Escalon, CA, US