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Commercial Insurance CSR/Account Manager

2 months ago

Circle Pines, United States Unidale Insurance Agency Full time
Job DescriptionJob DescriptionDescription:

We are an Independent Insurance Agency looking for a customer-focused service representative

to join our team As a customer service representative, or CSR, you will act as a liaison between

the carrier and client to deliver and gather information. Our CSRs are professional,

compassionate, and have a positive attitude.

Requirements:

DUTIES AND RESPONSIBILITIES

  • Prepare new business and account renewal proposals
  • Enter and maintain account data within agency management system
  • Support Producer in day to day servicing client accounts, including direct contact with clients and insurance underwriters.
  • Prepare and process binders of insurance, policies, and endorsements, certificates of insurance, audits, and cancellations
  • Other duties as requested.

REQUIREMENTS


PHYSICAL REQUIREMENTS

Must be able to stand, sit and stoop for extended periods of time. Must be able to lift or reach arms over head

or below waist. Must be able to lift, hold or carry items weighing up to 50 pounds unassisted. Must be able to

see, hear and speak with or without accommodation.

ENVIROMENTAL REQUIREMENTS

Must be able to work in well-lighted or dim-lighted office environment. Temperature-controlled area air

conditioned or heated offices at reasonable temperatures.

EDUCATION AND EXPERIENCE:

2 plus years insurance industry experience

High School graduate or equivalent preferred

Hold current Property Casualty License

Excellent Communication and strong phone contact handling skills

Ability to multi-task, prioritize and manage time effectively.