CSR for Fast-Growing Commercial Insurance Agency (Mission Valley)
Falcon West Insurance Brokers, Inc. is growing and we need a top flight Commercial Lines Insurance Account Manager/Customer Service Rep for our expanding property & casualty business.
If you are ..... detail oriented; a self-starter; a problem solver; organized and energized; a team player; want to be part of a growth story; happy; and love customers and clients ..... we have a great role for you!
The successful applicant will be comfortable collaborating with clients to arrive at optimal solutions for their commercial insurance needs. This is a great opportunity to build relationships with a diverse account base in a growing, dynamic company. Clients include manufacturers, multinationals, grocery stores, publicly traded & privately held companies, real estate developers, and tech & life science companies.
Our business has been operating successfully for 42 years, and we've grown at a double digit pace over the past 11 years. We maintain fully-paperless offices in two states. Technology is at the heart of everything we do. Our clients love our service and that we are trusted advisors to their business. We have a stable team and our culture reflects that.
The role will suit someone who is looking to grow. Upward mobility is possible and encouraged. We are willing to consider a tele-commute working arrangement for the right individual.
Key tasks include:
-Assisting our customers in navigating the often confusing world of insurance, with responsibility for the customer service and retention of approx. 40 mid-size commercial accounts
-Ensuring customer service standards are met in a timely and efficient manner
-Working with underwriters in marketing new business and account renewals
-Preparing proposals for client presentations
-Complex claim monitoring and assisting to resolution
-Identifying rounding opportunities at account renewal
-Ensuring policies are delivered accurately to clients
-Proactively increasing insurance and sales knowledge through continuing education opportunities
Key Attributes you will bring to the table:
-Ability to build, maintain and enhance relationships with clients
-Able to work independently while being a team player
-Accurate and detail oriented
-Open and embracing of new technologies
-A drive to achieve results
-Proficiency in AMS360 or Applied agency management systems, and Excel
-Must have at least 2 years experience in P&C for commercial lines
If you are the right person please email a cover letter with the title "Why I Am Your CSR" in the subject line along with your resume.
Thank you,
Jason Marrujo
jasonm@falconwest.com