Customer Service Representative/Account Manager

Swamp Fox Agency CSR / Account Manager Position (Personal Lines)

Overview: The CSR/ Account manager position is responsible for maintaining an assigned list of accounts in terms of customer satisfaction, problem resolution and retention.

The Account Manager acts as a main point of contact to companies in reference to new and renewal business and provides accurate correspondence to obtain quotes. The account manager has direct Customer and company contact which makes licensing critical. The agency will plan ongoing professional training that improves the account manager’s ability to meet the growing needs of our customers.

This is an in-office position. The workweek consists of Monday through Friday from 8:00 AM to 5:00 PM.
Duties:
The following are duties performed by the account manager. The account manager is to fulfill the duties to the best of their ability and ask for assistance when needed to further their knowledge and capabilities.

• Maintain renewal business for their assigned list of accounts including but not limited to sending out renewal schedules, ordering loss runs and MVR’s, submitting to companies, reviewing quotes for accuracy and compiling data in reference to the expiring policy versus the renewal policy for Producer’s review.
• Compile submissions for new business and submit to company.
• Work closely with the Producer on file to present accurate information to the companies and insured.
• Provide Customer Service to the insured.
• Relay information from the Producer or Insured to the company underwriters.
• Process certificate of insurance for new business and renewals.
• Document and process (bill) change request and endorsements.
• Organize and maintain customer files. This includes scanning and providing accurate detailed files in

Operating system.

Tasks:
Each day should consist of certain task to process and maintain client files.

• Attend to phone calls/inquiries in reference to accounts.
• Follow expiration reports and work on renewals accordingly.
• Submit to companies and follow up on outstanding quotes.
• Compile renewal information to present to Producer.
• Bind accounts. This includes preparing and forwarding applications to the insured for signatures if needed to bind, generate finance agreements, forward request to company to bind.
• Prepare submissions for new business.
• Enter new and renewal client detail in agency management system along with carrier information and effective and expiration dates.
• Scan and attach all pertinent information in agency management system. Enter limits and schedule information into system to provide accurate information to the CSR at binding.
• Respond to emails in a timely manner.

Professional Development & Education:
Professional Development and Education involves knowledge of the product and regulations.

• Attend sponsored webinars.
• Attend in house training sessions.
• Meet License and CE Requirements.
• Proficient with the operating system.
• Cross train to gain the knowledge required to act as a backup or assist as needed.

Service Delivery Time Frames:

• Begin working renewals 60 - 90 days in advance. Pre-Renewal market selection meetings with Producer are to be held monthly in person.
• Have renewal quotes in and available to be sold 30 days in advance.

Job Type: Full-time

Pay: $35,000.00 - $55,000.00 per year

Benefits:

• 401(k) matching
• Health insurance
• Paid time off

Experience level:

• 2 years

Shift:

• 8 hour shift

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Work Location: In person