Commercial Lines Account Manager / Customer Service Representative

Job Description

Commercial Lines Account Manager / Customer Service Representative

Job Summary

Seeking a highly skilled and experienced Commercial Lines Customer Service Representative to join a well-established and growing team. This is an exciting opportunity to work with a family-owned agency that has a reputation for excellence. The ideal candidate will play a key role in supporting producers, assisting clients, and maintaining strong relationships with carriers. This position is fully onsite and offers a supportive and collaborative work environment.

Compensation Package

• Base Salary: $60,000 - $75,000 (commensurate with experience)
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Serve as the primary point of contact for clients, producers, and carriers, ensuring seamless communication and issue resolution.
• Assist in new business acquisition and remarketing efforts.
• Provide detailed and accurate answers to client inquiries regarding coverage and carrier processing.
• Support producers by gathering necessary information and facilitating efficient workflows.
• Maintain and grow a book of business, handling varying account sizes.
• Build and nurture strong relationships with clients, ensuring high levels of satisfaction and retention.
• Partner with the Account Executive to deliver exceptional service and achieve team goals.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license is required.
• Experience:
• At least 3 years in an independent insurance agency (5+ years preferred).
• Proven experience working with producers and carriers across various lines of business.
• Technical Skills: Familiarity with AMS360 software is a plus.
• Soft Skills:
• Strong communication and interpersonal skills.
• Ability to work independently and take initiative.
• Team-oriented mindset with the ability to collaborate effectively with diverse personalities.
• Professional demeanor and presentation.
• Problem-solving skills and the ability to ask insightful questions.
• Comfortable handling high-pressure situations and being put on the spot.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.