CSR Manager - Hybrid (Carefree, AZ)

OneDigital • Carefree, AZ

2d • Hybrid

About The Position

The CSR Manager provides technical, sales, and marketing support to the Commercial Lines Team by processing commercial insurance business according to the objectives and procedures set by the Team/Branch Manager. The role focuses on providing a high level of service to clients while supporting producers, insurance carriers, and internal teams. The position is listed as hybrid in Carefree, Arizona.

The role also involves maintaining account records, reviewing policy documents for accuracy, responding to client and underwriter inquiries, assisting with proposals and account reviews, supporting account reconciliation, and identifying opportunities to develop sales. Work must comply with the Commercial Lines Insurance Quality Control Manual and corporate guidelines. The position requires a high school diploma, two years of college, or two years of insurance-industry experience, along with an appropriate insurance agent’s license.

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 computer systems, 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 data into the computer system and maintain account files.
• Answer clients’ questions about insurance coverage and needs.
• Answer insurance company underwriters’ questions about client accounts.
• Assist producers with proposals, policy summaries, and account reviews.
• Build rapport with counterparts at clients’ offices.
• Assist the accounting department with reconciling company accounts.
• Provide prompt, accurate, and courteous service to clients.
• Look for opportunities to make sales when in contact with clients and coordinate with the Personal Lines Team or Producer to develop personal-lines sales.
• Handle work in compliance with the Commercial Lines Insurance Quality Control Manual and corporate guidelines and procedures.
• Pursue personal and professional development.
• Perform other duties and projects assigned by the Team/Branch Manager.

Benefits

• Eligible employees are offered 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: Mid Level
• Education Level: High school or GED