Commercial CSR / Account Manager

Job Description

Job Description

A Commercial CSR / Account Manager is a dual-role position responsible for managing and servicing an established book of coverage like Commercial Lines (business coverage like general liability and property) insurance accounts.

This role focuses on client retention, policy maintenance, and acting as the primary point of contact for clients, carriers, and producers. Given the required experience, this is an mid-level servicing position .

Core Responsibilities

The daily duties combine customer service and account management tasks, focusing on client satisfaction and coverage accuracy.

Client Servicing and Relationship Management :

Serve as the primary day-to-day contact for clients regarding policy questions, coverage needs, and issue resolution.

• Process client requests for policy changes, endorsements, cancellations, and evidence of coverage (e.g., Certificates of Insurance, Auto ID cards).
• Guide clients through the claims process , acting as a liaison between the client and the insurance carrier.
• Maintain detailed and accurate electronic client files and documentation in the agency management system
• Policy Management and Renewals :
• Proactively manage the renewal process for assigned accounts, gathering updated information from clients and remarketing policies to carriers as needed.

Review policies for accuracy and completeness, ensuring they align with the client's needs and current risks.

Identify opportunities to cross-sell or account-round existing clients by offering l Commercial coverage.

Communicate with underwriters and carrier representatives from companies like Travelers, Hartford, or Hanover to resolve coverage issues and negotiate terms.

Required Qualifications and Skills

This section outlines the non-negotiable requirements and essential skills for success in this role.

Mandatory Requirements

Key Skills

Company Description

We are the recruiters for this dynamic organization

Company Description

We are the recruiters for this dynamic organization