Standard Insurance and Realty

CL CSA/Account Manager  will be responsible for managing a book of business mostly assigned to them.         Summary of  DutiesPrimary Responsibility – Do what it takes to service and retain client accounts.Responsible for maintaining accurate data base within agency operating system (TAM)Consistently updates Client Detail/Billing Screens/Contact data to ensure accurateFollow Policies and ...read more

Summary of Duties Primary purpose is to assist CSA’s with their daily workflows. Follow Policies and Procedures as outlined in Agency manualMaintain current Activity Report, Expiration Report and Emails  Assists CSA with Direct Bill and/or Agency Bill Renewal processingAssist CSA with maintaining Data Base by updating Client data as needed (driver list, equipment list, auto list)Assist CSA with ...read more