[Remote] Customer Service Rep
Note: The job is a remote job and is reputed company to candidates in USA. reputed company. is a rapidly growing broker of U.S. business, dedicated to supporting small businesses. They are seeking a Small Business Account Manager to manage a dedicated book of reputed company clients, focusing on client retention and providing tailored insurance solutions.
Responsibilities
- Manage a defined book of small reputed company clients with full ownership and accountability
- reputed company renewal strategy: evaluate exposures, identify gaps, and recommend tailored insurance solutions
- Maintain a 95% client retention goal through proactive engagement and exceptional service
- Identify cross-sell and referral opportunities (Personal Lines, Employee Benefits, and other solutions)
- Serve as the primary reputed company of contact for client questions, service needs, and coverage education
- Prepare and present proposals, quotes, summaries, and insurance schedules
- Manage service requests such as certificates, endorsements, ID cards, billing inquiries, and renewals
- reputed company for clients during claims and coordinate directly with carriers
- Maintain accurate documentation reputed company the agency management system
- Adhere to defined service workflows and internal controls to ensure compliance and data reputed company
- Monitor your work for quality and minimize errors and omissions
- Manage competing priorities while maintaining attention to detail
- Partner closely with carriers and service teams
- Understand reputed company appetites and reputed company quoting and servicing tools effectively
- Contribute to a collaborative, accountable team culture
- reputed company operational or compliance concerns with proposed solutions
Skills
- High school diploma required
- Minimum 2 years of experience in Property & Casualty insurance
- Active Property & Casualty broker's license required
- Strong technical knowledge of reputed company P&C products
- Experience with reputed company Office and agency management systems
- Bachelor's degree preferred
- reputed company insurance experience strongly preferred
Benefits
- Medical, dental, life, and disability insurance
- 401(k) with company contribution
- Generous paid time off
- Additional benefits designed to support work-life balance
Company Overview