CSR Account Manager

Job Description

Competitive pay, work-life balance, and benefits!

This Jobot Job is hosted by: Jennifer Whitworth

Salary: $60,000 - $90,000 per year

A bit about us:

A well-established independent insurance agency dedicated to providing exceptional service and comprehensive insurance solutions to our clients. With a diverse portfolio of carriers, we are committed to delivering personalized insurance options tailored to meet the unique needs of each client.

Job Title: CSR Account Manager - Commercial and Agricultural Lines

Compensation: $60k - $90k/year with some flexibility depending on experience

Location: Sanger, CA

Hours: Monday - Friday, 9am - 3pm

Why join us?

Competitive, pay, health benefits, 401(k), and career development!

Job Details

We are currently seeking a dynamic and experienced CSR (Customer Service Representative) Account Manager to join our team. The CSR Account Manager will play a crucial role in underwriting and processing applications within the commercial and farm insurance sectors. The ideal candidate will have a strong background in insurance, excellent customer service skills, and a proactive approach to managing client accounts.

Responsibilities:

Serve as the primary point of contact for clients, addressing inquiries, concerns, and insurance-related needs in a timely and professional manner.

Conduct thorough assessments of client insurance requirements and provide tailored insurance solutions to meet their needs.

Collaborate with clients to complete insurance applications accurately and efficiently, ensuring all necessary information is collected and processed.

Work with multiple insurance carriers to obtain quotes, negotiate terms, and secure appropriate coverage for clients.

Assist in underwriting processes, including risk assessment, policy issuance, and renewal reviews.

Maintain accurate records of client interactions, transactions, and policy details in our database.

Stay updated on industry trends, regulations, and changes in insurance products to provide informed guidance to clients.

Qualifications:

Bachelor's degree in Business Administration, Finance, or a related field preferred.

Current Property and Casualty License in the state of California.

Minimum of 4-5 years of experience in insurance underwriting and customer service, preferably in the commercial and farm insurance sectors.

Strong understanding of insurance policies, coverage options, and underwriting processes.

Excellent communication skills, both verbal and written, with the ability to convey complex information clearly and effectively.

Exceptional interpersonal skills and the ability to build rapport with clients and insurance carriers.

Proficiency in AMS360 preferred or other related agency management system.

If this sounds like a great fit, apply online or email your resume directly to

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Full-time

Hybrid remote