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Insurance Account Manager - CSR

Research Underwriters
locationDelray Beach, FL, USA
PublishedPublished: 6/14/2022
Full Time

Job Description

Job Description

Account Manager

Department

Commercial Lines

Background

Research Underwriters is seeking a service focused individual for an exciting position on our account management team. Headquartered in Pittsburgh, PA and operating nationwide, we are a specialty insurance broker and managing general agent. Our unique business specializes in providing solutions to complex insurance problems across many industries, with specific emphasis on commercial transportation. Our mission is to provide the most innovative, cost-effective insurance products while establishing a long-term partnership with every client. We presently serve over 3,500 businesses throughout the country.

For more information about us, please visit www.researchunderwriters.com.

Description

As an Account Manager, you will work closely with our commercial clients on policy servicing, billing, and renewals. You will be assigned a book of business and will be responsible for ensuring prompt and effective service is delivered to each and every client. Account Managers work closely with sales producers, and will be expected to keep them informed of all important account activity.

Roles and Responsibilities

  • Establish client relationships and follow up with customers, as needed.

  • Provide prompt, accurate, and professional customer service. Service can include responding to inquiries regarding insurance coverages, policy changes, and billing matters.

  • Assist in the gathering of information and documents, including applications, required forms, and more.

  • Assist in marketing renewal business.

  • Ensure all activities, documents, and other service items are entered into the agency management system in an accurate and timely fashion.

  • Must work within company specific guidelines and policies.

Requirements

  • Minimum 4 years of office experience - ideally at least 2 in insurance, financial services, or related field.

  • Advanced ability in Microsoft Office products.

  • Strong communication skills; must be an excellent written and oral communicator.

  • Ability to independently manage and prioritize workload and requests.

  • Experience with Applied Epic agency management system preferred.

  • College degree preferred.

Benefits

  • Competitive salary

  • 401 (k) plan

  • Health and Life insurance

  • Casual work environment

  • Convenient location and free parking

Company DescriptionResearch Underwriters is an insurance agency specializing in placing insurance coverage for transportation companies. In business for over 65 years, Research Underwriters is a leader in the transportation insurance industry and works with customers and transportation markets nationwide. Our strong team and industry knowledge has put Research Underwriters at the forefront of their niche. Research Underwriters’ home office is located in the eastern suburbs of Pittsburgh, PA., with satellite offices in Philadelphia, Denver, South Florida, Boston and San Francisco. Currently expanding into new regions throughout the country and are seeking new team members to drive forward our expansion and bring depth and development to the team. More information can be found at www.researchunderwriters.com.

Company Description

Research Underwriters is an insurance agency specializing in placing insurance coverage for transportation companies. In business for over 65 years, Research Underwriters is a leader in the transportation insurance industry and works with customers and transportation markets nationwide. Our strong team and industry knowledge has put Research Underwriters at the forefront of their niche. Research Underwriters’ home office is located in the eastern suburbs of Pittsburgh, PA., with satellite offices in Philadelphia, Denver, South Florida, Boston and San Francisco. Currently expanding into new regions throughout the country and are seeking new team members to drive forward our expansion and bring depth and development to the team. More information can be found at www.researchunderwriters.com.

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