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Commercial Lines Account Representative/CSR

Company: Tutton Insurance Services - An AssuredPartners Com
Location: Santa Ana
Posted on: October 3, 2021

Job Description:

Leading Insurance Company, Tutton Insurance Services, an AssuredPartners company, is seeking an Account Representative/CSR to add to their Commercial Lines team!?

  • Location: 2913 S. Pullman St., Santa Ana, CA. - Hybrid work week/office & remote? 
  • Work Hours: Monday through Friday 8:00 AM to 4:30 PM PST (flexible hours)


Account Representative/CSR - Commercial Lines Insurance Role Summary?:

The Account Representative is responsible for providing client service support at the direction of the Account Executive/Account Manager. The Account Representative provides customer service by handling the day-to-day operations of clients' insurance needs. The Account Representative will work with the Producer, Senior Account Executive and Account Executive to design proper insurance and risk management services for clients.


Account Representative/CSR - Commercial Lines Insurance Requirements:

  • 1+ years of Commercial Lines account representative/client servicing experience within an insurance agency setting
  • Property & Casualty Insurance License required
  • Experience issuing insurance certificates with related knowledge to their purpose (additional insured, Waiver of Subrogation, etc.)
  • Experience marketing (collecting insurance renewal quotes from carriers) and proposing (compiling and sending quotes to the Account Manager/insured for review) a plus, but not required
  • Ability to read and interpret important documents
  • Ability to calculate discounts, interest, commissions, proportions and percentages
  • Knowledge of agency management systems (AMS/Sagitta a plus)
  • Proficiency with Microsoft suite of products including Outlook, Excel and PowerPoint
  • Knowledge of insurance markets


Account Representative/CSR - Commercial Lines Insurance Responsibilities Include:

  • Develops complete client information and applications for new and renewal business under the direction of the Producer, Senior Account Executive or Account Executive. Identifies and requests renewal exposures. Guides clients through the renewal process, in conjunction with the Producer, Senior Account Executive, or Account Executive and submits requests to carriers according to the renewal process timetable. Follows up with carrier underwriters and completes the appropriate renewal per Agency procedures. Reviews experience modifiers.
  • 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 client in a timely manner. Initiates appropriate correspondence with carriers and clients. Responds to requests from clients and insurance companies.
  • Maintains files with proper records according to company procedures. Maintains good internal file audit results.
  • Assists in the development of strong business relationships with appropriate insurance carrier personnel. Recognizes and satisfies carrier goals and objectives in order to enhance business relationships.


About Tutton Insurance Services (under AssuredPartners):

Tutton Insurance Services is a commercial lines insurance agency dedicated to servicing clients in the construction industry across California.

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.

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Keywords: Tutton Insurance Services - An AssuredPartners Com, Santa Ana , Commercial Lines Account Representative/CSR, Other , Santa Ana, California

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