Commercial CSR SBU / Commercial CSR Middle Market

The Jonus Group • San Antonio, TX

13d • $55,000 - $60,000

About The Position

Seeking two dedicated and experienced Commercial Lines Account Managers to join a team. The roles are available in two areas: Small Business Unit (SBU) and Middle Market. If you are tech-savvy, organized, and eager to grow in a dynamic environment, encourage you to apply.

Requirements

• Active Property & Casualty (P&C) License is required.
• Experience with vendor certificates is mandatory for the Middle Market role.
• Proficiency in Applied Epic software is highly preferred.
• Previous experience as an assistant or seasoned Commercial Lines Customer Service Representative (CSR) is ideal.
• Strong organizational skills and attention to detail.
• Tech-savvy with the ability to adapt to new systems and processes.
• Eager to learn, grow, and contribute to a collaborative team environment.
• Excellent communication and client service skills.

Responsibilities

• Manage and service a portfolio of commercial accounts within the Small Business Unit or Middle Market.
• Handle vendor certificates and ensure compliance with client requirements.
• Utilize Applied Epic software to manage client information and workflows efficiently.
• Provide responsive and organized client service, addressing inquiries and resolving issues promptly.
• Collaborate with team members to ensure seamless onboarding and training for new clients.
• Maintain accurate records and documentation in compliance with company policies and industry standards.

Benefits

• Medical, Dental, and Vision Insurance
• Flexible Spending Account (FSA) / Health Savings Account (HSA)
• Short-Term and Long-Term Disability Insurance
• Life Insurance
• Employee Assistance Program (EAP)
• Paid Parental Leave
• Paid Holidays
• Personalized Unlimited PTO

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed