SNELLING is currently seeking experienced candidates for a Commercial Insurance Account Manager/CSR opportunity. The ideal candidate will have three or more years supporting commercial producers, enjoy interacting with end customers regarding their insurance needs, have great attention to detail and excellent follow up skills.  Very likely, this person might come from a small agency and want to join a larger group offering growth potential and stability. 
  
This position will be a direct hire, meaning that while SNELLING would work with you through the consideration and interview process, the client would be the employer upon a Commercial Insurance Account Manager/CSR offer being accepted. The value you receive in working with SNELLING is that we consult with you to help highlight your qualifications that are going to be most valued by the employer.  This position offers a competitive compensation plan and benefits.  If you are seeking an exciting opportunity with a growing company, keep reading…
  
Duties of the Commercial Insurance Account Manager/CSR will include:

• Provides technical support to the Producer(s); specifically in analyzing client needs, coverage forms and quotations.
• Schedules appointments with clients as requested by Producer(s).
• Occasionally accompanies Producer(s) on prospect and client meetings as requested.
• Completes applications in coordination with Producer(s); submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.
• Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.
• Determines if direct or agency billing is appropriate and invoices accordingly.
• Prepares summaries of insurance, schedules and proposals for word processing as needed.
• Processes renewals in coordination with Producer(s) according to agency procedures.
• Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
• Verifies policy and policy change information, facilitating corrections when necessary.
• Processes incoming mail and phone requests, responding promptly and appropriately.
• Uses agency credit and collection policy in invoicing and pursuing prompt payments; request cancellations from the carrier according to agency standards.
• Determines reasons for requests for cancellations; acts to save accounts; notifies Producer(s).
• Processes and following up on cancellations requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible.
• Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status, according to agency procedures.
• Identifies exposure to loss and recommends appropriate coverages in coordination with Producer(s).

  
Qualifications to be considered for the Commercial Insurance Account Manager/CSR position include:

• A minimum of three years’ experience in a commercial insurance account manager/CSR role
• Bachelor’s degree is strongly preferred
• Demonstrated ability to prioritize, meet deadlines and multitask
• Excellent communication skills and customer service mindset.
• Proficiency in using MS Office products and industry specific software

  
SNELLING is a contingency recruiting firm, placing candidates in temporary, temp-to-hire and direct hire positions for over 60 years. All inquiries are strictly confidential and all search fees are paid by our clients. Contact us TODAY with confidence!