Commercial Insurance Account Consultant

Central Insurance Company; Van Wert (OH); Vor Ort; USD 64.000 - 85.000; Vollzeit

Zusammenfassung

Central Insurance is seeking a customer-focused professional to join our claims/support operations in Ohio. You will review quotes, certificates, and policy changes for Property & Casualty lines, deliver risk-management guidance, and upsell where appropriate while maintaining strong client relationships.

The role requires a P&C license within 60 days, a bachelor's degree or 2 years of insurance experience (or 3 years) and the ability to cover extended phone shifts as needed.

Qualifikationen

• Requires P&C license within 60 days of employment.
• Bachelor's degree in Business Administration or related field, or 3 years of collective insurance industry experience.
• Experience servicing commercial lines policies preferred.
• Ability to rotate into extended phone coverage shift as assigned.

Aufgaben

• Review and process policy quotes, issues, changes, renewals, and Certificates of Insurance for Property, Inland Marine, Liability, and Auto Fleet risks.
• Work with clients to deliver risk management strategies aligned with their risk profiles.
• Upsell and cross-sell current customers and warm leads to prospective customers.
• Maintain high-level relationships with insureds while ensuring account integrity and data accuracy.
• Provide proactive hospitality in all customer interactions via phone and email.
• Communicate changes in services or account information to clients as needed.
• Respond to incoming calls, emails and customer requests promptly.
• Explain insurance products, coverage types, and benefits to clients.
• Build positive relationships with the agencies represented.

Kenntnisse

P&C license

Commercial lines experience

Client relationship management

Upselling and cross-selling

Communication skills

Ausbildung

Bachelor's degree in Business Administration or related field

3 years of collective insurance industry experience

Jobbeschreibung

Central Insurance is seeking a customer-focused professional to join our claims/support operations in Ohio. You will review quotes, certificates, and policy changes for Property & Casualty lines, deliver risk-management guidance, and upsell where appropriate while maintaining strong client relationships.

The role requires a P&C license within 60 days, a bachelor's degree or 2 years of insurance experience (or 3 years) and the ability to cover extended phone shifts as needed.