CSR Manager - Hybrid (Carefree, AZ)

OneDigital • Carefree, AZ

3d • Hybrid

About The Position

The CSR Manager provides technical, sales, and marketing support to the Commercial Lines Team. The role processes commercial insurance across all lines in accordance with the objectives and procedures established by the Team/Branch Manager, with the goal of providing a high level of client service.

The position handles new business, renewals, cancellations, and endorsement requests; prepares and sends correspondence; reviews and records insurance documents; responds to client and underwriter questions; and supports producers with proposals, policy summaries, and account reviews. It also builds relationships with client office counterparts, assists with company-account reconciliation, seeks appropriate sales opportunities, and follows the Commercial Lines Quality Control Manual and corporate guidelines.

The role requires a high school diploma, two years of college, or two years of insurance-industry experience, along with an appropriate insurance agent’s license. The position is hybrid in Carefree, Arizona.

Requirements

• High school diploma, two years of college, or two years of experience in the insurance industry.
• Ability to use office equipment such as computer terminals, calculators, copiers, fax machines, and typewriters.
• Word-processing and typing skills.
• Strong respect for confidentiality and attention to detail.
• Good written and oral communication skills.
• Ability to understand and analyze commercial lines coverages, forms, and policies.
• Required and appropriate insurance agent’s license.

Responsibilities

• Process new business, renewals, cancellations, and endorsement requests in the computer system, with insurance carriers, and in client files as requested by clients or producers.
• Prepare and send correspondence to insurance companies and clients to update, obtain, or verify information needed to service accounts.
• Review binders, policies, and endorsements for new business and renewals for accuracy and relevance; enter information in the computer system and maintain paper account files.
• Answer client questions about insurance coverages and needs.
• Answer insurance company underwriters’ questions about client accounts.
• Assist producers with proposals, policy summaries, and account reviews.
• Build rapport with counterparts in clients’ offices.
• Assist the accounting department with reconciliation of company accounts.
• Provide prompt, accurate, and courteous service to clients.
• Look for opportunities to make new sales when interacting with clients and coordinate with the Personal Lines Team or Producer to develop personal lines sales.
• Handle tasks in compliance with the Commercial Lines Quality Control Manual and corporate guidelines and procedures.
• Pursue personal and professional development.
• Perform other duties and projects as assigned by the Team/Branch Manager.

Benefits

• Eligible employees may receive health, wellbeing, retirement, and other financial benefits.
• Paid time off.
• Overtime pay for non-exempt employees.
• Learning and development programs.
• Reimbursement of job-related expenses according to company policy.
• Employee perks and discounts.
• Some roles may be eligible for variable compensation, commission, and/or an annual bonus based on individual and/or company performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: High school or GED