Commercial Insurance CSR / Account Manager

Essential Duties and Responsibilities

• Include, but are not limited to the following. Other duties may be assigned.
• Receive, document and process all insured’s requests for service.
• Be point of contact for clients daily needs.
• Prepare and assist with all renewals and new business quotations.
• Be informed of new policies, coverage’s, etc., available to our agency and insured’s in order to provide proper coverage’s at competitive prices.
• Keep producers fully informed on all-important activities on their accounts.
• Work with producers in reviewing and placing new business and re marketing existing business.
• Enter application data into various insurance carrier quoting systems.
• Be able to work in a team environment yet be self motivated to handle your own workload.
• Maintain customer files and activity in our agency management system (Applied EPIC).
• Prepare proposals as requested
• Issue Certificates of Insurance
• Applied EPIC management software experience is a plus

Requirements

• Current P&C Insurance License and experience is required.
• Be able to be in office at least 4 days per week to start. (light hybrid remote work will become available once acclimated).
• Attention to detail and to be able to follow documentation procedures within our management system
• Current Pennsylvania P&C Insurance License
• 2 years experience in commercial insurance
• Experience with Applied EPIC is a plus