Cromwell & Ney Insurance Agency
Commercial Insurance CSR
Job Overview
Are you passionate about nurturing client relationships and delivering exceptional service?
Cromwell & Ney Insurance Agency is looking for a Commercial LInes CSR to join our team in Escalon, California. As an integral part of our agency, you will manage commercial accounts, ensuring they receive top-notch service and solutions tailored to their needs.
In this role, you will be responsible for servicing commercial clients, providing them with personalized insurance plans and maintaining robust client relationships. We pride ourselves on our inviting work environment and positive company culture.
If you thrive in a client-focused role and are looking to make a meaningful impact, Cromwell & Ney Insurance Agency is the perfect place for you.
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Mon-Fri Schedule
Retirement Plan
Team Bonding Lunches
Evenings Off
37.5 hour work week
Requirements
- Experience: Experience in commercial insurance account management or a similar role
- Licensing: Active California Property & Casualty License is required.
- Communication Skills: Excellent verbal and written communication skills with a client-centric approach.
- Attention to Detail: Strong organizational skills and attention to detail.
- Tech-Savvy: Proficiency in CRM software and other industry-related tools.
- Professionalism: High level of integrity and professionalism with clients and colleagues.
- Problem-solving: Strong analytical and problem-solving skills to address client needs efficiently.
- Must be able to lift, carry, push and pull up to 20lbs frequently
- Must be comfortable with performing activities that include changing between sitting, standing, squatting, kneeling, and bending frequently
Responsibilities
- Client Management: Develop and maintain strong relationships with commercial clients, addressing their insurance needs.
- Policy Analysis: Evaluate and assess clients' current policies, providing accurate and tailored recommendations.
- Renewals and Retention: Proactively manage policy renewals to ensure continuity of coverage and high client retention rates.
- New Business Development: Identify opportunities for new commercial insurance accounts and cross-sell additional coverage.
- Team Collaboration: Work closely with colleagues to deliver exceptional service and achieve team objectives.
- Industry Knowledge: Stay current on industry trends, regulatory changes, and emerging risks to provide informed advice.