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SalaryCOMMERCIAL LINES ACCOUNT MANAGER / CUSTOMER SERVICE REP
Forest Insurance Agency in Forest Park, Illinois is looking for a candidate with a minimum of 1 year of experience in commercial lines insurance to join us as a full-time Commercial Account Manager/CSR.
Forest Insurance is an award-winning independent insurance agency specializing in the small and middle markets. Companies we represent: Allied, AmTrust, Andover, Chubb, CNA, Guide One, Frankenmuth, Hartford, Illinois Casualty, Liberty Mutual, Progressive, Travelers, and West Bend. We enjoy good relationships with all of our companies/underwriters.
Since our founding in 1957, we have developed into the largest insurance agency in the Oak Park/River Forest/Forest Park area. We boast an office of 15 (3 dedicated to commercial lines); a professional, spacious, modern, & friendly office environment (check out the photos on Google); the latest apps, and a newer hardware/computer system. Our agency management system is Vertafore/AMS 360; Microsoft Office Suite.
- Salary: Generous base, plus individual bonuses
- Educational incentives
- 9 paid holidays, 15 personal days after 1 year - 20 days after 5 years
- Group medical plan
- Profit sharing & 401k
- Life & long-term disability coverage
- Insurance tuition payment
- Professional office environment on vibrant Madison Street in Forest Park
- Hours: Monday thru Friday 8:30 to 5:00
- Position is primarily in-office
Summer hours available June - August
Required/desired skills:
A valid P&C license; good communication skills (written & oral); professional appearance and attitude; good keyboarding, math, critical thinking and problem- solving skills—and a passion for learning—are required. Industry designations are a plus.
Proficiency in Microsoft Office—Outlook and Word—is desired.
Sales duties include:
- Obtaining and presenting new business quotes to prospects (from referrals, cross-sells, and direct mail), and obtaining quotes for Producers.
- Identifying insurance exposures, matching exposure with different types of insurance policies, determining which carrier is best (for coverage and price), and providing recommendations
- Contacting current clients to increase retention, referrals and account round. NO cold calling required.
- Maintaining book of business and attracting new clients, maintaining relationships with clients and carrier reps
Account management/Customer Service duties include:
- Handling incoming calls, email, and regular mail from policyholders (including policies, policyholder notices for coverage/exclusions, policy change endorsements), and documenting all activities
- Handling policy change quote requests, cancellations, and processing claims
- Interacting and negotiating with insurance carrier underwriters—coverage and premium, vendors, and other professionals such as property managers
- Completing applications, marketing, carrier propietary systems
- Supporting and working with Producers, and reviewing work for accuracy
- Reviewing client contracts—insurance requirements—Certificate of Liability—Evidence of Property Insurance—Auto ID cards
- Inputting and updating client information in AMS 360
- Coordinating general invoices—accounts receivable
- Tracking renewals and working with underwriters to obtain renewal quotes— remarket as necessary using same procedures as for new business
- Providing recommendations
- Reviewing policies for accuracy
If you meet these qualifications, please email your resume to Melissa Keshen at mkeshen@forestinsured.com. No phone calls please!
Job Type: Full-time
Pay: $50,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Disability insurance
- Flexible schedule
- Health insurance
- Paid time off
Supplemental pay types:
- Bonus opportunities
Weekly day range:
- Monday to Friday
Work setting:
- In-person
- Office
Experience:
- Microsoft Office: 1 year (Required)
- insurance: 1 year (Required)
- Commercial Insurance: 1 year (Required)
License/Certification:
- Illinois Property & Casualty License (Required)
Work Location: In person
