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Commercial Lines CSR / Account Manager

Hero2bc

Commercial Lines CSR / Account Manager

Our client is an independent insurance agency and is seeking an experienced Commercial Lines Account Manager to join their team. They offer an excellent salary, generous vacation time, flexible hours and other benefits. Local, established, fast-paced, team, flexible, casual, fun and positive are a few words to describe the culture at our client’s agency.

Responsibilities of the Account Managers Position Include:

  • Service and manage all aspects for our commercial clients
  • Maintain and continue to develop client and company business relationships
  • Work closely with agency staff and producers
  • Retain and manage all policies including excess and surplus lines of insurance
  • Promote growth of existing book through account rounding
  • Market when necessary on renewal and new business
  • Maintain the commercial clients and policies in the agency management system
  • Manage and coordinate processing of renewals, certificates of insurance, endorsements, audits, cancellations, auto ID cards, binders etc.
  • Inform, educate, and make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs
  • Stay current with detailed knowledge of current market conditions and carrier changes
  • Maintain knowledge / understanding of technology-based tools and solutions
  • Maintain the highest level of customer service possible
  • Other duties as assigned

Requirements Include:

  • 2 years of Commercial Lines Experience
  • Working knowledge of insurance coverages and services
  • Working knowledge of insurance agency management software, insurance rating software and Microsoft Office
  • Be a self-starter, creative, well organized and detailed
  • Willingness to continually upgrade knowledge and understanding of the insurance industry

Preferred Qualifications:

  • Active Property & Casualty License in Colorado
  • Experience using Hawksoft

Benefits:

  • Competitive salary
  • Paid vacation and holidays
  • Health insurance
  • 401(K) savings plan with employer match

About Activate Staffing LLC

The Resource for Insurance Professionals
Activate Staffing is a premier staffing firm specializing in the Insurance Industry. Our staff is comprised of the best Insurance and Staffing professionals in the industry to fill the staffing needs of Insurance Companies, TPAs, Self-Insured Entities, and Retail and Wholesale Agencies and Brokerages. We have the breadth of knowledge and the skills needed to successfully match top-notch talent with highly rated companies. Give us a call, and Expect the Best!

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