Commercial Insurance Account Manager Hybrid - US

Commercial Insurance Account Manager

Full Time • Hybrid - US
Responsive recruiter
Benefits:
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance
Are you an experienced Commercial Insurance CSR looking for a remote opportunity where your expertise and dedication can truly shine? Join our team as a Commercial Insurance Account Manager / CSR and become part of a dynamic environment that values your experience and skills.
 

Position Overview: 

We are seeking a licensed individual to join our Commercial Lines Insurance department. As a team member, you will provide exceptional customer service to our current clients and new prospects, work closely with producers and co-employees, maintain knowledge of our products, and seek solutions for our clients' insurance needs. This position handles all facets of Commercial Property and Casualty insurance.
 

Benefits/Perks:

  • Health insurance + vision and dental options (following 60 days of employment)
  • Long and short-term disability insurance (following 60 days of employment)
  • 401k with 6% matching (following 90 days of employment)
  • Paid time off + Holidays
  • Competitive pay (dependent upon experience)
  • Flexible schedule
 
Responsibilities:

  • Develop and maintain relationships with clients, company representatives, and team members to ensure optimal retention and satisfaction.
  • Work with Producers and Clients to understand the scope of operations insured and review policies to ensure proper coverage is included and/or offered.
  • Effectively and efficiently market new and renewal accounts.
  • Proactively manage policy renewals.
  • Issue Certificates, EPI's, Binders, Liability cards, and other necessary insurance evidence documents.
  • Process policies, endorsements, premium finance agreements, and other physical or electronic policy documents.
  • Promptly address policy change requests.
  • Provide timely responses to requests for information and documents.
  • Handle or properly refer underwriting questions.
  • Ensure that assigned customers are aware of all insurance offerings and coverages they may need through checklists and cross-sell conversations, including documentation thereof.
  • Effectively document and/or log activity electronically throughout each day's work.
  • Maintain and work from a suspense/diary system.
 
Qualifications:

  • Minimum 5 years of experience as a Commercial Insurance CSR/Account Manager.
  • A valid Property & Casualty (P&C) license in your home state.
  • Experience with AMS 360 agency management system or similar.
  • A dedicated private workspace at home with reliable internet access.
  • Independent Insurance Agency experience preferred.
  • Ability to work effectively and efficiently with internet-based rating platforms and resources.
  • Demonstrate proficiency in insurance knowledge, organizational skills, attention to detail, written and verbal communication, math, critical thinking, and problem-solving.
  • Demonstrate mature work habits and time management skills.
  • Proficiency with Office 365 (Microsoft Word, Excel, OneDrive, Outlook & Teams). 

If you meet the qualifications and are excited to contribute your skills to a supportive and growth-oriented environment, we would love to hear from you. Please submit your resume!

Flexible work from home options available.

Compensation: $55,000.00 - $70,000.00 per year




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Benefits of working as an Independent Insurance Agent

 
Career advancement in a growing field
With more than 400,000 job openings in the next five years across the U.S., the insurance industry offers a huge opportunity for employment and career advancement. Plus, the industry continues to evolve and provide new careers paths in sales, customer service, analytics, digital marketing, technology, and more. (Source: investprogram.org)
Flexibility
Insurance can give you a rewarding career and well-rounded life with jobs that are not only fulfilling but may offer flexible schedules and great office culture. In a U.S News and World Report article featuring 'Best Jobs of 2020,' Insurance Agent ranked #2 on their 'Sales & Marketing Jobs' list. (Source: investprogram.org)
Make a Difference
Independent agents are pillars in their communities and active in local organizations, sponsoring sporting teams or supporting charities. Insurance offers you the chance to make a career out of helping individuals when they suffer a loss and need assistance. (Source: investprogram.org)
Job Security
Things change but insurance is here to stay. People will always need it for their car, home, business, travel, and more. The insurance industry touches all aspects of life - and that will not change. (Source: investprogram.org)