CSR / Assistant Account Manager

Harrison Gray Search has partnered with a top-notch Insurance Brokerage looking for an Assistant Account Manager (CSR).

The Assistant Account Manager provides front-line support to Account Executives and Account Managers in the daily service of account maintenance for clients, carriers, and internal processing, which includes excellent customer service, policy administration, and information gathering. This person will also assist with the administration, reporting, and processing of claims as well as coordinating with various carrier adjusters and agency personnel.

Roles and Responsibilities:

• Provides administrative support to Account Executive and Account Manager
• Provides exceptional customer service by communicating and responding to clients and carriers in a timely manner via phone or email
• Responsible for general policy maintenance of accounts: internal and external file documentation of quotes, policies, endorsements, audits, cancellations, and certificates of insurance, auto ID cards, the input of policy data and billing
• Assist in the Pre-Renewal process (30-60 days renewal letters, order loss runs, exposure workbooks, renewal applications, premium comparisons, creating renewal proposals, and sending automatic renewals)
• Assist with New Business (ACORD forms, exposure workbooks, obtaining loss runs)
• Follow-up with carriers for acknowledgment, status, and potential escalation for any pending claims
• Navigation of carrier portals (retrieve loss runs, endorsements, billing, policies, and manage policy discrepancies)
• Complete the required training

Qualifications/Experience:

• Minimum 1-3 years of customer service experience in the standard agency environment
• Excellent verbal, written, and communication skills
• Excellent working knowledge of Microsoft Word, Excel, and PowerPoint.
• Basic understanding of property & casualty renewal life cycle
• Basic understanding of policy maintenance workflow
• In-depth knowledge of billing and payment agency management systems
• Self-motivated with the ability to work effectively as part of a team or on individually assigned tasks
• The ability to work in a fast-paced environment where time management and prioritization skills are essential
• Insurance background preferred
• P&C License to be obtained after hire for growth and continuous development purposes
• Designation required: No, but required to obtain AINS or CISR designation during 2-year of the employment period

Other:

• Non-Client facing
• Not required to handle a book of business
• Bilingual preferred