Commercial Lines CSR

Salary50000
LocationHouston
Job type Permanent
DisciplineAgency
Reference144491

Job description

Commercial Lines CSR / Assistant Account Manager

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines CSR / Assistant Account Manager to join a team. This is a fully remote position, offering a flexible and supportive work environment. The ideal candidate will have a strong background in commercial lines insurance, excellent organizational skills, and the ability to work independently while maintaining a high level of accuracy and professionalism.

Compensation Package

  • Salary Range: $45,000 - $60,000+ (commensurate with experience)
  • Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

  • Answer incoming phone calls and provide exceptional customer service.
  • Process policy changes, including quoting, endorsing, invoicing, and updating vehicle/driver/coverage changes.
  • Manage carrier websites to process endorsements, cancellations, and policies.
  • Issue renewal documents, ensuring accuracy in binders, invoicing, premium financing setup, and certificate issuance.
  • Assist clients with inspections and audits, including sending forms and providing guidance.
  • Handle bond renewals and new bond applications, including quoting and issuing.
  • Manage incoming faxes, including receiving, distributing, and sending as needed.
  • Maintain accurate records in AMS360, ensuring data matches endorsements and invoices.
  • Support agents with servicing accounts, including adding or removing vehicles, issuing ID cards, and processing certificates of insurance.

Qualifications/Requirements

  • Licenses: Active Property & Casualty (P&C) license required.
  • Experience: Minimum of 2+ years in commercial lines insurance.
  • Technical Skills: Proficiency in AMS360 preferred.
  • Soft Skills: Strong attention to detail, excellent communication skills, ability to work independently, and a proactive approach to problem-solving.
  • Work Environment: Must have a dedicated home office space free from distractions.

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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