Account Manager/CSR - Commercial Lines
Company: Tutton Insurance Services - An AssuredPartners Com
Location: Santa Ana
Posted on: June 10, 2021
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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. However, we are open to
remote work if the candidate is qualified, resides in California,
and carries an active CA State Property and Casualty License. AssuredPartners has Excellent Benefits,
including: 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 Supervisor. 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. Property and Casualty (P&C)
License A minimum of five years of
Commercial Lines customer service experience, construction book
highly preferred 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. Website: http://www.assuredpartners.com/ #a #ZR
Keywords: Tutton Insurance Services - An AssuredPartners Com, Santa Ana , Account Manager/CSR - Commercial Lines, Other , Santa Ana, California
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