Personal Lines Account Manager

We are currently looking to fill an open role as a commercial lines CSR/Account Manager.

Customer Service Associate/CSR (Personal Lines, Commercial Lines, or Benefits): 

The Front-Line Customer Service Associate position is primarily focused on processing insurance transactions. This includes policy endorsements, billing, and payments as well as reporting and claim follow-up. A high-level of customer service is required, which involves providing basic coverage information, answering questions regarding policies, identifying gaps in coverage and additional products we can assist our clients with.

Account Manager (Personal Lines, Commercial Lines, or Benefits): 

This position is often the next step up from the CSR position, or for someone with prior CSR or Account Management experience. Once proficient with CSR responsibilities and able to provide insurance quotes from start to finish, have more in-depth conversations with clients regarding coverage, and can counsel clients about coverage and needs, a CSR is ready to take on more responsibility. An Account Manager will be responsible for the care of and retention of a book of business. Additionally, an Account Manager will keep management system data up to date, identify and/or analyze unusual increases in premiums, negotiate rate changes with underwriters, remarket accounts as necessary, and assist with new business quoting and account rounding, as necessary.  

Qualifications

At TDA Insurance & Financial Agency, we're committed to building a team of dedicated and passionate professionals. To ensure we maintain our high standards, we've outlined the following job requirements for prospective candidates:

Customer Service Associate:  

Specific education and/or knowledge required or desired:  

• Strong Customer Service Skills.  
• Comparable work experience or some insurance experience is preferred.  
• Insurance licenses are preferred or willing to acquire within a given time frame.  
• Some Experience with Applied TAM and/or EPIC management systems preferred.  

Account Manager: 

Specific education and/or knowledge required or desired:     

• Specific industry knowledge and experience is required, preferably Independent Agency experience.  
• Appropriate insurance license required 
• Experience with Applied TAM and/or EPIC management systems is preferred.        

A successful candidate at TDA Insurance & Financial Agency embodies a positive attitude, strong work ethic, and commitment to teamwork. These qualities, combined with the necessary skills and experience, will contribute to our mission of providing exceptional service and support to our clients.

• Positive attitude  
• Takes initiative  
• Desire to grow personally and professionally  
• Takes pride in a job well done  
• High level of honesty and integrity  
• Self-motivated  
• Persistent and possesses strong determination  
• Strong work ethic  
• Efficient and effective  
• Team player committed to the Vision  
• Possesses a desire to be of help and service to others  
• A will to achieve and a desire to succeed – goal and results driven  
• Is focused on priorities and uses time well  
• Embraces and handles change well - flexible