Commercial Lines Customer Service Agent / Account Manager
CL CSA/Account Manager will be responsible for managing a book of business mostly assigned to them.
Summary of Duties
Position Requirements
Summary of Duties
- Primary 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 accurate
- Follow Policies and Procedures as outlined in Agency manual
- Performing Quality Reviews for updates to client file when clients are on the phone
- Maintain and keep current activity report
- Maintain and keep current expiration report
- Maintain Emails and document TAM Data Base properly
- Develop strong understanding of all company rating systems, underwriting requirements, and pay plans
- Understand and manage BOB to accommodate Carrier requirements w/ regards to premium volume, promotions or new guidelines they may develop
- Understand various profit sharing requirements as outlined by management
- Will participate in monthly meetings held by department or agency that apply to staff
Position Requirements
- Must have high school education or equivalent
- Maintain a P&C License
- Must be able to manage assigned book of business
- Maintain at least one Designation and attend other approved courses and actively work on Designations
- Assists in training new staff
- Accept minor management responsibilities
- Knowledge Windows
- Knowledge of Microsoft Office
- Knowledge of Various Rating Systems
Comprehensive knowledge of Applied (TAM Online or EPIC)
