Scott the Insurance Recruiter: Commercial Insurance Account Assistant

Account Manager and Customer Service Representative are the most common titles used within insurance agencies to define the separation of duties between policy administration and book of business management. This position, Commercial Insurance Account Assistant, is a blend of the two largely because the agency wants to evolve the role from purely administration into also handling a lot of the small business accounts and supporting marketing on middle market cases. You will be exposed to a wide variety of industries and asked work alongside a very accomplished producer and account executive team. You'll be able to learn and grow in your role as well as take on a lot of client management responsibilities.

Commercial Insurance Account Assistant Responsibilities
Assist with managing the delivery of services in a timely and efficient manner. This includes following up on questions from the insured about policy changes, billing, claims, certificates and other general processing.
Take over a large portion of the renewal process for small business accounts- information gathering and updating, marketing, online rating, preparing cover letters about pricing and binding.
Work closely with the Account Executive on middle market accounts. Put submissions together, provide status reports and help prepare presentation slides.
Commercial Insurance Account Assistant Requirements
At least three (3) years of commercial property and casualty insurance experience at an insurance agency in a customer service representative, assistant account management or account management capacity.
State insurance license.
Broad proficiency with P&C policies like general liability, property, auto and workers compensation is required.
Experience with billing, customer service calls, policy review, and renewal marketing.

Please contact Scott Thompson for immediate confidential consideration and additional details.

Email: sthompson@insurance-csg.com

Phone: 515-216-5455

See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.

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