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Account Manager - CSR - Commercial Lines

Company: Capstone Insurance
Location: Toms River
Posted on: January 15, 2022

Job Description:

Account Manager - CSR
Looking for a highly motivated self-starter with a proven track record of customer service and support. The - Account Manager - CSR , Commercial Lines position is a crucial role to the success of the Commercial Lines Division. The Account Manager provides day to day support to Capstones Insureds and also to Capstone's sales associates.
Responsibilities:
Act as liaison between Capstone's clients and insurance companies in order to independently resolve service problems and related items
Assist in the development and obtaining of insurance programs to suit individual customers business needs, often covering variety of risks
Support the marketing of renewals, drafting and preparing renewal client proposals
Providing superior customer support - manage customer needs to a successful and timely resolution
Processing of endorsements
Supporting payroll audits as required
Adding, -deleting -or updating vehicles on customer accounts
Issuing certificates, -evidences -and ID cards
Maintain and keep current, all bookkeeping systems, -database -and records
Support the processing of claims and assure appropriate outcome for the insureds
Processing Non-Pay Cancellations and resolving billing issues
General miscellaneous tasks as required

Requirements:
Strong attention to detail
Ability to work in a highly collaborative team environment
Proficient in Microsoft O365 (i.e. -word, excel, etc.)
Familiar with Agency Management Systems
Familiarity with Carrier websites
Strong verbal and written communication and presentation skills
Ability to multi-task, prioritize and manage time effectively
Flexibility to adapt to organizational needs as required
High School diploma or equivalent required
Ideally 5 years Commercial Lines experience
NJ Property and Casualty (P&C) Insurance License

Benefits:
Competitive compensation and benefits package
For Tracking Purposes - Rt 9

Keywords: Capstone Insurance, Brick , Account Manager - CSR - Commercial Lines, Executive , Toms River, New Jersey

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