Commercial Lines Account Manager/CSR

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager/Customer Service Representative (CSR) to join a team. This role involves managing a generalist book of business valued at $2-3 million, with a focus on small to mid-market accounts, including contractors and fire departments. The ideal candidate will have a strong background in commercial accounts, excellent customer service skills, and the ability to thrive in a collaborative and laid-back work environment. This is a hybrid position requiring a minimum of 3 days per week in office.

Compensation Package

• Salary Range: $65,000 - $85,000 annually (based on experience)
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage and service a generalist book of business, including small to mid-market accounts.
• Handle daily servicing tasks, including renewals, rounding accounts, and addressing client inquiries.
• Quote and process renewal business.
• Build and maintain strong relationships with clients, ensuring a high level of customer satisfaction.
• Collaborate with department managers and team members to ensure seamless account management.

Qualifications/Requirements

• Experience: Minimum of 3 years in commercial lines account management.
• Licenses/Certifications: Active Property & Casualty (P&C) license required.
• Technical Skills: Proficiency in Epic software is preferred.
• Soft Skills:
  • Strong customer service orientation.
  • Reliable and dependable.
  • Warm, personable, and professional demeanor.
  • Excellent communication and interpersonal skills.
  • Ability to work effectively in a team-oriented, laid-back environment.
• Work Arrangement: Hybrid role requiring a minimum of 3 days per week in office.

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