Commercial Lines CSR / Account Manager
W3Global · Chandler, AZ · 3 wk ago
SalesFull-time
About the role
Provide full-service customer account support for insurance agency prospective and existing clients. Other functions may be assigned as business conditions change.
Responsibilities
- Enter new client and policy information into system.
- Communicate with clients over the phone, email, text, mail, fax, and in person.
- Modify client and policy information in system as necessary.
- Update information for renewal policies.
- Create and electronically transmit certificates of insurance upon request (i.e. fax/email).
- Follow up on insurance claims as appropriate.
- Request quote for policy renewals from insurance company and provide to agent/client.
- Rate policy quotes (agency-based/web-based software).
- Take claim information from clients and process timely.
- Complete all necessary forms as required by insurance companies.
- Complete daily assignments as directed by management.
Qualifications
- High school diploma or general education degree (GED).
- Two years of Commercial Lines insurance experience preferred.
- Must have a resident P&C Producer License.
- Knowledge of MS Office (Word, Excel, Outlook).
- Experience with AMS360 is preferred.
Benefits
- Health Insurance
- Dental Insurance
- Paid Time Off
- Sick Leave
Schedule
- Full-time
- 8-hour Day Shift
Work Location
In Person - Phoenix, AZ