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Account Manager / Customer Service Representative - Commercial Licensed

Employer
Klinger Insurance Group
Location
Working from home
Salary
Industry leading compensation
Closing date
Oct 18, 2020

View more

Category
Customer Service, Sales
Job Type
Full Time
Career Level
Experienced (Non-Manager)

Job Details

ARE YOU LOOKING TO BE A PART OF A TOP-RANKED INDEPENDENT INSURANCE AGENCY?  SUBMIT YOUR RESUME – WE ARE ACTIVELY HIRING!

Job Description

The Account Manager/CSR is an experienced professional and integral link in the business relationship that is created between our agency, our clients, and our companies; he/she is responsible for effective management of small to mid-size market commercial lines accounts.  

Work remotely temporarily due to COVID-19

Responsibilities

Principal Responsibilities:

  • Retention of existing accounts is the #1 priority: develop and maintain client and carrier relationships and process annual renewals.
  • Identify rounding/upsell and cross-sell opportunities and process as required.
  • Work closely with Agency producers to process applications, complete follow ups and ensure accuracy for finalization of quotes and policies for new accounts.
  • Generate endorsements, certificates, and binders at clients’ request.
  • Respond to customers’ billing questions, generate invoices, and assist with payments when necessary.
  • Facilitate claims reporting between customers and carriers, and ensure accurate and complete documentation in agency records.
  • Follow documentation procedures and proper workflows and use of the agency management system (Applied Epic)
  • Maintain continuing education (CE) and participate in ongoing education and keep informed on industry information.
  • Additional duties as assigned.

Requirements

  • High school diploma required (college degree preferred)
  • Hold a MD State Producer license in Property and Casualty
  • 5 years in the commercial insurance industry; 3 years as a CSR/account manager
  • Strong understanding of insurance principles, and experienced with carrier rating systems and websites.
  • Strong listening, written and oral communication skills, and commitment to delivering exceptional customer service
  • Strong problem-solving skills, and a commitment to delivering exceptional customer service
  • Self-motivated, organized, detail-oriented with the ability to work in a fast-paced environment
  • Proficiency in Microsoft Word, Excel and Outlook; Applied Epic a plus
  • Bilingual a plus

Benefits

  • Salary, incentives, and bonus commensurate with experience
  • Paid Holidays after trial period
  • Health, Dental and Life / AD&D Insurance
  • PTO
  • 401(k)

Company

Klinger Insurance Group is an independent, service-disabled veteran-owned insurance agency that was founded in 1993 and proudly represents our community.  We are currently licensed in 15 states and some of our employees speak multiple languages, including Chinese (Mandarin and Cantonese), Vietnamese, Korean, Spanish, Russian and Arabic.

We are hardworking, diverse, and loyal.  We devote time toward getting to know our clients.  Our years of experience, long-standing relationships with carriers, and positions on multiple insurance boards, give us the unique ability to be true experts in the insurance industry.

 

Company info
Website
Telephone
301-428-4935
Location
19785 Crystal Rock Drive, Suite 301
Germantown
MD
20874
US

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