Commercial Lines Customer Service Agent​/Account Manager

Commercial Lines Customer Service Agent / Account Manager
The CL CSA/Account Manager will be responsible for managing a book of business mostly assigned to them.

Primary Responsibility – Do what it takes to service and retain client accounts.

• Responsible for maintaining an accurate database within the agency operating system (TAM).
• Consistently update Client Detail/Billing Screens/Contact data to ensure accuracy.
• Follow Policies and Procedures as outlined in the Agency manual.
• Perform Quality Reviews for updates to client files when clients are on the phone.
• Maintain and keep current activity reports.
• Maintain and keep current expiration reports.
• Maintain emails and document TAM database properly.
• Develop a strong understanding of all company rating systems, underwriting requirements, and pay plans.
• Understand and manage BOB to accommodate Carrier requirements regarding premium volume, promotions, or new guidelines.
• Understand various profit-sharing requirements as outlined by management.
• Participate in monthly meetings held by the department or agency that apply to staff.

• Must have a high school education or equivalent.
• Maintain a P&C License.
• Must be able to manage an assigned book of business.
• Maintain at least one Designation and attend other approved courses while actively working on Designations.
• Assist in training new staff.
• Knowledge of Windows.
• Knowledge of Microsoft Office.
• Knowledge of various rating systems.
• Comprehensive knowledge of Applied (TAM Online or EPIC).