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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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