Commercial Insurance Customer Service Representative

Commercial Insurance Customer Service Representative (Marietta, GA)

Summary:

Join a nationally recognized insurance agency with a rapidly growing middle market commercial lines division. We are looking to add a talented and experienced Commercial Account Manager to our team!

Job Duties:

Product Knowledge: Possess a thorough understanding of insurance products and their applications.

Client Advising: Consult with clients on their insurance coverages, offering expert advice and solutions.

Workflow Management: Efficiently manage and delegate the workflow of your assigned book of business.

Account Maintenance: Ensure all accounts are maintained according to organizational guidelines.

Account Activity Monitoring: Service and monitor account activity to ensure client satisfaction.

Client Relations: Reach out to existing insured clients to enhance and "round out" their personal accounts.

Strategic Collaboration: Work strategically with sales staff to optimize client relationships and safeguard their business interests.

Special Projects: Perform special projects as directed by the VP of Commercial Lines.

Policy Review: Review policies and coverage for accuracy and correct rating calculations.

Administrative Processing: Process endorsements, placement requests, and invoicing with precision.

Documentation Preparation: Complete and prepare certificates, proposals, policy summaries, and reviews.

Relationship Building: Develop and maintain excellent relationships with partners, carriers, and vendors.

Marketing and Quoting: Oversee the marketing process and quote new and renewal business.

Qualifications:

Experience: 10+ years working with middle market accounts in an agency environment.

Client Meetings: Ability to meet with clients and discuss insurance mitigation strategies.

Organizational Skills: Highly organized with the ability to delegate workflow efficiently.

Multi-Tasking: Capable of managing multiple tasks simultaneously.

Technical Skills: Strong math and technical skills; experience with EPIC or equivalent agency management systems.

Compensation and Benefits:

Salary Range: $50,000 - $70,000 base + Bonus

Additional Benefits: 401k, comprehensive benefits package, generous PTO/Vacation

If you are a seasoned professional with a passion for commercial insurance and client service, we want to hear from you. Join our team and contribute to our mission of delivering exceptional insurance solutions and client satisfaction. Apply today and take the next step in your career!

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