Rate new and renewal business
Prepare all submissions and send them out to carriers for quoting or quote online
Finish the process by obtaining forms or items required by carriers after the account is bound
Serve as a source of knowledge of appetite and market trends
Round out current accounts
Use expertise in subject matter when comparing quotes and negotiating coverage differences
Collect premiums per established agency procedures before binding any coverage
Respond to all inquiries from the carrier and insured

2-5 years of Insurance experience in Personal and Commercial Property and Casualty
Property & Casualty license required
Sales driven
Ability to maintain a cordial and effective relationship with co-workers and carriers

Account Manager – CSR

Key skills