Commercial Lines CSR/Account Manager

The Jonus Group • Apex, NC

2d • Onsite

About The Position

Seeking a dedicated and professional Commercial Insurance Account Manager to join a well-established and reputable insurance agency. This role is pivotal in supporting a growing team and managing a diverse portfolio of small to mid-market commercial insurance accounts. If you are a detail-oriented, hardworking individual with a passion for delivering exceptional service, we encourage you to apply.

Requirements

• Minimum of 3 years of experience in an insurance agency, specifically in a service-oriented role.
• Strong attention to detail, professionalism, ability to work independently, and a team-oriented mindset.

Nice To Haves

• Relevant insurance licenses preferred.
• Familiarity with Applied TAM software is a plus (training available).
• Familiarity with property insurance, large habitational books, and church niche accounts is a plus.

Responsibilities

• Manage a set book of business, including small to mid-market commercial insurance accounts with premiums ranging from $5,000 to $250,000.
• Provide exceptional service to clients, including handling renewals, endorsements, and policy changes.
• Assist with marketing efforts and cross-selling opportunities to drive revenue growth (bonus eligible).
• Collaborate with producers to ensure seamless client experiences, particularly for new business.
• Utilize Applied TAM software to manage client accounts and documentation (training provided).
• Contribute to the agency’s growth by maintaining a professional and detail-oriented approach to all tasks.

Benefits

• Base Salary : $50,000 - $65,000 annually (commensurate with experience)
• Growth Bonuses : Historical average of $9,000 annually in addition to base salary

What This Job Offers

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