CivicMinds, Inc · 7 hours ago
Commercial Lines Account Manager
Medford, NJ
Full-time
Onsite
Mid LevelCivicMinds, Inc is seeking a Commercial Lines Account Manager. The role involves managing customer service requests related to quotes, renewals, claims, and policy changes, ensuring efficient processing and customer satisfaction.
Information Technology
Hiring Manager
Rameshwar (Ram)
Responsibilities
Quotes – The CSR, in partnership with the producer, gathers and evaluates sufficient information to market/re-market and quote new business, additional lines, and renewal policies on behalf of agency prospects and customers within the guideline time periods defined by agency management (further time frame details TBD)
Renewals – The CSR receives, reviews, and processes renewals on a timely basis (time frames to be defined), which includes holding renewal review meetings with the producer(s) on at least a monthly schedule
Policy Changes/Endorsements – The CSR collects information from clients and/or the producer, and processes policy changes in a timely manner as determined by agency timeline requirements, utilizing a system for scheduled follow-up as needed to assure customer satisfaction and alerting the producer to unique situations
Claims – Recognizing that claims is the primary reason for clients’ insurance purchases, the CSR will open, manage, and monitor claims as needed for the clients of the T.C. Irons Agency (with procedures and responsibilities varying at times from the Burlington office as compared to the other office locations)
Audits - The CSR will assist the client and the producer in resolving audits on a timely (TBD) basis
New Business – This core element of the CSR’s job (which creates a sustainable revenue stream for the agency and its associates) involves coordinating actions among the client, the carrier(s)/brokerage source(s), and the producer - so that the correct details are entered into the Agency Management System, the policy is received promptly, the delivery package is prepared for the producer, the policy is mailed if personal delivery is not going to occur, etc
Other business duties as assigned by Operations Manager as needed to generate and sustain agency profitability
Qualification
Required
Experience in customer service or account management, preferably in the insurance industry
Ability to gather and evaluate information for quotes and renewals
Strong organizational skills to manage multiple tasks and timelines
Excellent communication skills to interact with producers and clients
Proficiency in using agency management systems and other relevant software
Ability to manage claims and assist clients with audits
Willingness to learn and adapt to agency procedures and policies
Benefits
Benefits plan (including a 50% match of the first 10% in the 401k)
The chance to earn commissions
Referral fees
One-time payments for certain sales
The end-of-year growth bonus structure
Company
CivicMinds, Inc
CivicMinds, Inc is one of the best Consulting Companies in Southern California.
Founded in 2006
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Gabriela Franco, CEO
CEO
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