S.S. Nesbitt, a division of EBSCO Industries, is looking for a new Account Manager/CSR for its’ Personal Insurance Division! S.S. Nesbitt is an 18M IIABA Best Practices agency, and the provider of all lines of insurance. The Account Manager will process new and existing business, marketing, and processing of other transactions as needed. This includes required data entry for file documentation, processing daily mail, phone calls and emails. Key responsibilities include:
The primary focus is to deliver, prompt, professional service to customers, agents/producers and underwriters.
Servicing clients and insurance companies to assure that the needs of the clients are being met.
Assisting customers with the addition of insurance coverage to existing policies, renewing policies, and writing new insurance policies as requested by customers.
Maintaining a knowledge on rates, forms and coverage changes in order to rate and quote new and renewal business.
Reviewing applications, renewal requests, and endorsements for compliance with underwriting authority and guidelines. Bind coverage as granted by the company.
As licensed insurance agents the AM/CSR is expected to create and maintain good relations among clients, agencies and insurance companies.
HS Diploma or equivalent
Minimum of 4-5 year’s customer service experience or account management in the Personal Insurance industry preferably with an independent agency
1 or more years’ experience in personal insurance field
1 or more years’ experience rating, underwriting and good knowledge of home and personal auto coverage
Current property and casualty agent’s license in the State of Alabama
WorkSmart experience is a plus
Pursuit of technical education actively seeking CIC, CISR, or CPIA designations
Effective communication and presentation skills, both verbally and written
Excellent organizational skills
Ability to prioritize
Outstanding customer service skills
Able to research and analyze issues independently
Excellent computer skills, (must learn Agency Management System and adhere to procedures), including Microsoft Office applications and Outlook
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.