Insurance CSR

Job Description

Job Title

Assistant Account Manager/ Senior CSR

Location

Chamblee, Georgia / Hybrid (3 days in office, 2 days remote)

Position Summary

Assistant Account Manager / Senior CSR serves as the operational “glue” between our Account Management and Accounting teams. You’ll own day-to-day premium invoicing, funding, and reporting tasks while maintaining high-touch client service—ensuring revenue is recorded accurately, cash is applied promptly, and clients receive timely, error-free documentation.

Salary range: $50k - $75k, plus benefits package including major medical, 401k, profit sharing.

Responsibilities

• Generate and email client invoices (direct-bill & agency-bill) within 24 hrs of binding or endorsement.
• Record daily deposits, apply cash to open invoices, and scan checks for remote deposits.
• Prepare month-end premium, commission, and trust-account reconciliations; investigate and resolve variances with carriers.
• Draft and execute premium-finance agreements; monitor disbursement schedules, track funding, and upload documents to the AMS.
• Track policy changes, endorsements, audits, and cancellations to ensure corresponding invoices/credits are processed accurately.
• Maintain Veruna/Salesforce client records: attach documentation, update financing details, and log communications.
• Answer client billing questions and provide clear, courteous explanations to insureds, brokers, and insurance carriers.
• Monitor funding and commission payments; escalate delinquencies or short pays.
• Assist the Accounting Manager and Account Manager with day-to-day tasks and fulfill any other duties they may assign.
  
  

Experience And Qualifications

• Minimum of two years’ commercial P&C insurance experience (preferably five) within a retail agency setting
• Exceptional attention to detail that catches billing, data, and coverage errors before they reach clients.
• Flexible mindset able to pivot between accounting tasks, client service, and ad-hoc requests without missing deadlines.
• Proficient in Microsoft 365, Google Workspace, and SharePoint shared drives for seamless document management.
• Excellent written and verbal communication coupled with strong problem-solving abilities.
• Outstanding organizational and time-management skills support juggling multiple priorities.