Commercial Lines Account Advisor

The Misch Group; Framingham (MA); Vor Ort; USD 52.000 - 68.000; Vollzeit

Zusammenfassung

The Misch Group is seeking a Commercial Lines CSR in Massachusetts to service a growing book and advise clients on policy changes and risk management. You will work closely with the assigned Producer to deliver timely, professional service for commercial clients.

Responsibilities include account management, responding to policy questions, and supporting renewals and new business with a consultative approach. Strong communication is essential.

Qualifikationen

• Min of 2 years of insurance industry experience servicing small to medium commercial accounts.
• Property and Casualty license is required.
• Experience with EPIC preferred.
• CIC, CPCU or similar designations are desirable but not required.
• Knowledge of Insurance and/or Brokerage business.
• Technical knowledge of product area or industry.
• Ability to provide consultation and expert advice on risk management.
• Proficient in Word, Excel, Outlook, Teams.

Aufgaben

• Account Management from A-Z.
• Holistic and consultative approach to customer service.
• Working knowledge of Property and Casualty accounts.
• Research and compile answers to client policy and coverage questions.
• Market and quote new business and renewals with competitive coverage and costs.
• Experience with multiple carrier underwriters and online rating portals.
• Identify, compile and manage information regarding account renewals.

Kenntnisse

Insurance knowledge

Client service

Communication

Tools

EPIC

Microsoft Office

Jobbeschreibung

The Misch Group is seeking a Commercial Lines CSR in Massachusetts to service a growing book and advise clients on policy changes and risk management. You will work closely with the assigned Producer to deliver timely, professional service for commercial clients.

Responsibilities include account management, responding to policy questions, and supporting renewals and new business with a consultative approach. Strong communication is essential.