Customer Service Rep / Account Manager

Job Description

Customer Service Rep / Account Manager

Job Summary

A growing agency is looking for a Personal Lines 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 is pivotal in maintaining client satisfaction. If you're a dedicated professional with a passion for insurance and a commitment to excellence, this is your opportunity to excel!

Responsibilities

• Assist in the management of client accounts and provide ongoing support.
• Work with producers to maintain high customer retention.
• Process policy changes, updates to billing, cancellations and reinstatements.
• 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 cross-sell 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 : EZLynx, InsuredMine CRM
• 2+ years of relevant insurance industry experience preferred.
• Previous personal lines experience is required.
• Previous CSR experience is required.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation : Between $45k-$55k (based on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.
• Hybrid work schedule available after training period.

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 employer's discretion.

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