Commercial Insurance CSR/Account Manager

About the role

Cromwell & Ney Insurance Agency is seeking an experienced Commercial Lines CSR to service and manage an existing book of business while supporting agency growth through cross-selling and new policy sales.

Responsibilities

• Serve as the primary point of contact for commercial insurance clients, addressing inquiries and concerns.
• Prepare policy renewals, endorsements, and billing inquiries.
• Process new business applications and policy changes accurately and efficiently.
• Maintain client records and update information in the agency management system.
• Cook with insurance carriers to gather quotes and policy information.
• Provide exceptional service to ensure client satisfaction and retention.

Requirements

• Proven experience in customer service, ideally within the insurance industry.
• Excellent communication and interpersonal skills, both written and verbal.
• Strong organizational skills and attention to detail.
• Proficiency in common office software (e.g., Microsoft Office Suite).
• Ability to manage multiple tasks and prioritize effectively.
• A positive and proactive attitude toward problem-solving.
• Familiarity with insurance terminology and processes.
• Licensed with CA Dept of Insurance

Qualifications

The ideal candidate is detail-oriented, organized, and proactive, with a strong understanding of commercial insurance coverages and a passion for delivering excellent customer service in a collaborative, team-focused environment.

Skills

None specified in the job description.

Benefits

• Hourly Base Salary Based on Experience
• Health Insurance
• Dental Insurance
• Vision Insurance
• Mon-Fri Schedule
• Retirement Plan
• Team Bonding Lunches
• Evenings Off
• 37.5 hour work week
• Paid Time Off (PTO)

Pay

Hourly Base Salary Based on Experience

Schedule

Mon-Fri Schedule

Benefits

• Health Insurance
• Dental Insurance
• Vision Insurance
• Team Bonding Lunches
• Evenings Off
• 37.5 hour work week
• Paid Time Off (PTO)