Account Manager/CSR - Commercial Lines

Job Description:

Job Description Leading Insurance Company, AssuredPartners, is seeking a Commercial Lines - Account Manager/CSR! Salary: Commensurate with experience and licensure. Full benefits (health, dental, vision, 401k, PTO, and more). Work Hours: Monday through Friday 8:30 AM to 4:30 PM (with half-hour lunch) or 5:00 PM (with one hour lunch) - flexible starting earlier is fine as well Location: The ideal candidate can work in the office full-time or hybrid at 2913 S Pullman Street, Santa Ana, CA 92705. AssuredPartners has Excellent Benefits, including:401K + matchDental, Medical, Vision InsuranceHSA and FSA optionsEmployer-paid life insurance, Voluntary life insurance, Employer-paid short-term and long-term disability insurancePaid time-off, Paid holiday Commercial Lines - Account Manager/CSR Role Summary: The Commercial Account Manager/CSR is responsible for providing day-to-day support of Property & Casualty insurance programs for an existing clientele. This position will follow the direction of the Commercial Lines Sr. Account Executive. The Account Manager/CSR is responsible for assisting clients with service needs and making changes to existing accounts. Essential Duties and Responsibilities of Commercial Lines - Account Manager/CSR: Processes change requests/endorsements, binders, certificates, account summaries, proposals, policies, lost policy releases, audit, and account balance status when requested. Ensures that these items are given to the client in a timely manner. Initiates appropriate correspondence with carriers and clients. Responds to requests from clients and insurance companies. Maintains records according to Agency standards, ensures that procedures are properly followed and that information is properly documented and readily accessible. Assists in the development of strong personal relationships with appropriate insurance carrier personnel. Cross-sells products to potential clients, as needed. Skills and Qualifications of Commercial Lines - Account Manager/CSR: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily 2+ years of Commercial Lines customer service experience on a generalist book, real estate industry experience highly preferred Active California State Property and Casualty (P&C) License Bachelor's degree (B. A.) from a four-year college or university preferred Experience in Agency Management Systems (AMS 360, TAM, EPIC, or Equivalent Insurance Agency Management System) Proficiency in Word, Excel, and Outlook About AssuredPartners: AssuredPartners is the fastest-growing independent insurance agency in the U.S. Founded in 2011 as a national partnership of leading independent property and casualty and employee benefits brokerage firms, AssuredPartners is now one of the largest brokers in the nation after acquiring over 325 agencies. AssuredPartners has approximately 7,000 team members and offices in 40 states and two countries reaching 1.5 billion dollars in revenue. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees. #a