Cromwell & Ney Insurance Agency, Inc · 1 day ago
Commercial Insurance CSR/Account Manager
Escalon, CA
Full-time
Onsite
Entry, Mid LevelCromwell & Ney Insurance Agency, Inc is seeking a Commercial Lines CSR/Account Manager to join their in-office team in Escalon, CA. This role combines service-oriented customer support with account management responsibilities in the commercial insurance space.
Insurance
Responsibilities
Provide excellent service to our commercial clients — answering questions, addressing needs, and building strong relationships
Prepare and process policy changes, endorsements, renewals, and other routine servicing tasks
Assist with certificate requests, submissions, and follow?ups with carriers and clients
Communicate effectively with clients, carriers and team members
Support producers and other team members with commercial account tasks
Ensure accurate and timely documentation of client interactions
Qualification
Required
California Property & Casualty Broker-Agent License
Commercial Insurance Experience
Proficiency with agency management systems (AMS) and Microsoft Office Suite
Strong understanding of commercial insurance products and underwriting principles
Excellent communication, negotiation, and customer service skills
Ability to manage multiple priorities and meet deadlines
Detail-oriented with strong analytical skills
Benefits
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Retirement Plan
Company
Cromwell & Ney Insurance Agency, Inc
Cromwell & Ney Insurance Agency is a full service Insurance Agency in Escalon, CA. Insuring your most valuable assets since 1957.
Founded in 1957
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase