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Commercial Lines CSR
The Misch Group
Ohio$55k–60kHybrid6d ago
- Employment
- Full-time
About the role
Key Responsibilities
- Work with Agency Principal, Producers, and Team Members
- Acquire new business by identifying opportunities in the local market and cross sell of our current clients.
- Order policies and issue documentation, certificates, and binders as needed
- Prepare new business and account renewal submissions for marketing and proposals to obtain competitive coverage/cost ratios for clients
- Provide exceptional customer service to our clients by developing and maintaining strong, long-term client relationships
- Understand and promote all products offered using all possible marketing tools
Skills, Knowledge and Expertise
- P&C license
- Minimum of 2 years of experience as a Commercial Lines CSR (Preferred)
- Experience working for an independent insurance agency
- Experience servicing/quoting/marketing commercial insurance with multiple carriers
- Must be able to multi-task and handle a heavy workload with minimal supervision
- Effective communicator (verbal and written)
- Working knowledge of a paperless system particularly with Applied Systems Epic management system
- Experience with Microsoft Office and a proficiency in Word and Excel
- Excellent organizational skills with attention to detail
Benefits
- Competitive Pay
- Robust benefits package including health insurance, life insurance, 401k, PTO, dental insurance, vision insurance, etc.
Perks & benefits
- 401k
- Vision Insurance
- Dental Insurance
- Medical Insurance
- Paid Time Off
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