Account Manager/CSR - Commercial Lines

Company: Tutton Insurance Services - An AssuredPartners Com
Location: Anaheim
Posted on: May 12, 2022

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 wellLocation: 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:

• 401K + match
• Dental, Medical, Vision Insurance
• HSA and FSA options
• Employer-paid life insurance, Voluntary life insurance, Employer-paid short-term and long-term disability insurance
• Paid 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 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
    • Bachelors 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

Keywords: Tutton Insurance Services - An AssuredPartners Com, Anaheim , Account Manager/CSR - Commercial Lines, Executive , Anaheim, California