CSR Account Manager at Jobot

Tulare, CA 93274

About the Job

Competitive pay and benefits!

This Jobot Job is hosted by: Jennifer Whitworth
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $65,000 - $85,000 per year

A bit about us:

A well-established independent insurance agency dedicated to providing exceptional service and comprehensive insurance solutions to our clients. With a diverse portfolio of carriers, we are committed to delivering personalized insurance options tailored to meet the unique needs of each client.

Job Title: CSR Account Manager
Compensation: $65k - $85k/year with some flexibility depending on experience
Location: Tulare, CA
Hours: Monday - Friday, 9am - 3pm

Why join us?

Competitive, pay, health benefits, 401(k), and career development!

Job Details

We are currently seeking a dynamic and experienced CSR Account Manager to join our team. The CSR Account Manager will play a crucial role in underwriting and processing applications within the commercial and farm insurance sectors. The ideal candidate will have a strong background in insurance, excellent customer service skills, and a proactive approach to managing client accounts.

Responsibilities:

Serve as the primary point of contact for clients, addressing inquiries, concerns, and insurance-related needs in a timely and professional manner.
Conduct thorough assessments of client insurance requirements and provide tailored insurance solutions to meet their needs.
Collaborate with clients to complete insurance applications accurately and efficiently, ensuring all necessary information is collected and processed.
Work with multiple insurance carriers to obtain quotes, negotiate terms, and secure appropriate coverage for clients.
Assist in underwriting processes, including risk assessment, policy issuance, and renewal reviews.
Maintain accurate records of client interactions, transactions, and policy details in our database.
Stay updated on industry trends, regulations, and changes in insurance products to provide informed guidance to clients.

Qualifications:

Bachelor's degree in Business Administration, Finance, or a related field preferred.
Current Property and Casualty License in the state of California.
Minimum of 2-3 years of experience in insurance underwriting and customer service, preferably in the commercial and farm insurance sectors.
Strong understanding of insurance policies, coverage options, and underwriting processes.
Excellent communication skills, both verbal and written, with the ability to convey complex information clearly and effectively.
Exceptional interpersonal skills and the ability to build rapport with clients and insurance carriers.
Proficiency in insurance software and Microsoft Office Suite.

Apply today and take the first step towards a rewarding career in the dynamic and fulfilling field of commercial and farm insurance!

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.