What are the responsibilities and job description for the Commercial Insurance CSR / Account Manager position at Vika Soft?
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
Salary : $7,000,000 - $8,000,000