Commercial Lines Account Manager​/CSR

Commercial Lines Account Manager/CSR

Job Summary:

Seeking experienced professionals to join our team as a Commercial Lines CSR or Personal Lines CSR. These roles are integral to providing exceptional service to clients. The ideal candidates will have a strong background in insurance, excellent communication skills, and the ability to work independently in a close‑knit professional environment. This is a fully in‑office position with a focus on servicing, quoting, retention, and cross‑selling.

• Salary: $35,000–$55,000 annually, based on experience + commissions
• Competitive benefits package, paid time off, professional development opportunities, etc.

• Provide exceptional customer service to clients in the commercial or personal lines insurance sector.
• Handle quoting, servicing, and retention of accounts.
• Actively engage in cross‑selling and sales opportunities.
• Manage mid‑size accounts and maintain an active book of business.
• Utilize Applied TAM software for account management.
• Collaborate with a small, experienced team to ensure client satisfaction.

• Experience: Prior insurance experience is required; familiarity with Applied TAM software is preferred; experience with carriers such as Travelers, Central Mutual, Auto‑Owners, and Safeco is a plus.
• Licensing: Property & Casualty (P&C) license preferred. Willing to license the right candidate if needed.
• Skills: Professional grammar and communication; friendly and polished phone presence; confidence driven by experience; ability to work independently and as part of a small, tight‑knit team.
• Work Setting: Fully in‑office; no remote work available.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

Seniority Level: Mid‑Senior level

Employment Type:

Full‑time

Job Function:
Sales, Business Development, and Finance

Industries:
Banking, Financial Services, and Insurance