Commercial Lines Account Manager/CSR

Anderson Insurance Associates - Charleston, SC

Full-time - Mid Level

Charleston, SC

11-50 employees

Insurance Carriers and Related Activities

About the position

The Commercial Lines Account Manager/CSR at Anderson Insurance Associates, Inc. plays a crucial role in managing and supporting commercial lines accounts. This position focuses on providing exceptional customer service while handling various tasks related to account management, including renewals, claims processing, and client communication.

Responsibilities

• Assist in the production, support, and retention of commercial lines accounts.
• Secure and submit required renewal underwriting information.
• Renew coverage, remarket/rewrite existing accounts.
• Quote and propose expansion or new business.
• Make customer requested changes or cancellations and process related change requests and confirmations.
• Process Certificates of Insurance.
• Receive claims information and report claims to companies.
• Make claims follow up with customers.
• Advise clients of coverage and options, solicit increases in coverage, and resolve issues on behalf of the client and/or carrier.
• Properly document all account activity and client/company communication.

Requirements

• Preferred five years of practical experience in a similar position at an independent agency with underwriting and rating background.
• Must have previous commercial Property & Casualty experience.
• Requires an ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriately.
• Must be a self-starter with excellent time management and problem-solving skills.
• Must embrace a client-focused, team mentality.
• Must be proficient in MS Office tools and insurance management systems.
• Previous working knowledge of Applied Epic or similar insurance account management software is preferred.
• High School diploma required; Associate's and/or Bachelor's degree is preferred; additional insurance designations (CIC, CISR, etc.) are preferred.
• Must have an active Property & Casualty insurance license.

Nice-to-haves

• Previous working knowledge of Applied Epic or similar insurance account management software is preferred.
• Additional insurance designations (CIC, CISR, etc.) are preferred.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• 401(k) with employer contributions
• Paid time off
• Commission share
• Profit share