Commercial Insurance AM/CSR jobs in United States
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The Jonus Group · 6 hours ago

Commercial Insurance AM/CSR

The Jonus Group is seeking a Commercial Insurance Account Manager/Customer Service Representative to support the servicing and administration of commercial lines accounts. This role focuses on day-to-day account maintenance, policy processing, and client support, requiring frequent interaction with clients, carriers, and brokers.

EmploymentInsuranceRecruiting

Responsibilities

Support commercial lines accounts across a mixed book, including construction, manufacturing, restaurant, and other business classes
Enter and maintain accurate client and prospect data within the agency management system and carrier quoting platforms
Request, review, and process quotes for General Liability, BOP/Package, Commercial Auto, Inland Marine, Builders Risk, and Workers’ Compensation
Prepare, update, and submit insurance applications for client review and electronic signature
Review policies, endorsements, audits, and other documentation for accuracy and completeness
Coordinate corrections to General Liability and Workers’ Compensation audits as needed
Request and track loss runs from insurance carriers and brokers
Manage renewal workflows by requesting updated information, following up as needed, and preparing submissions for remarketing or quoting
Answer inbound client calls and provide professional, courteous support
Issue Certificates of Insurance as needed, while supporting a shared certificate workflow
Save, organize, and maintain all policy and account documentation in accordance with agency standards
Suspend items for follow-up and ensure timely completion of outstanding tasks

Qualification

Commercial lines insuranceData entry skillsAttention to detailMulti-taskingInsurance carriers experienceCommunication skills

Required

Strong attention to detail and accurate data entry skills
Professional, friendly communication style with clients, carriers, and internal partners
Ability to manage multiple tasks and priorities in a fast-paced environment
Comfort working primarily in an office setting, including phone communication and electronic document handling

Preferred

Commercial lines insurance experience preferred, with openness to training at varying experience levels
Familiarity with commercial insurance coverages and rating platforms preferred
Prior experience working with multiple insurance carriers and brokers is a plus

Company

The Jonus Group

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The Jonus Group is an insurance company specializes in full service recruiting firm that offers both direct hire and contract hire services.

Funding

Current Stage
Growth Stage

Leadership Team

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Ryan Morse
Chief Operating Officer
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Seth Brady
Chief Sales Officer (CSO)
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Company data provided by crunchbase