CSR Manager - Hybrid (Carefree, AZ)

OneDigital; Arizona; Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Paid time off

Learning & development programs

Job summary

OneDigital in Carefree, AZ is seeking a CSR Manager to provide technical, sales and marketing support for the Commercial Lines Team and ensure top-tier service for clients. The role involves processing new business, renewals, cancellations and endorsements, and collaborating with producers and underwriters to optimize proposals and policy reviews.

You will maintain client files, respond to inquiries, and help reconcile accounts while upholding quality control standards and corporate guidelines.

Qualifications

• High school diploma or two years of college or two years of insurance industry experience.
• Ability to operate common office equipment (terminals, calculators, copiers, fax, typewriters).
• Strong written and oral communication skills are required.
• Ability to understand and analyze commercial lines coverages, forms and policies.
• Holder of an appropriate insurance agent’s license is required.

Responsibilities

• Process new business, renewals, cancellations and endorsements per client or producer requests.
• Create and send correspondence to insurers and clients to obtain or verify information.
• Review binders, policies and endorsements for accuracy and update systems and files.
• Respond to client questions about coverages and needs.
• Answer underwriter questions about client accounts.
• Assist producers with proposals, policy summaries and account reviews.
• Build rapport with client office contacts.
• Assist accounting with reconciling company accounts.
• Provide prompt, courteous service to clients.
• Identify opportunities to generate new business through client contact.

Skills

Office software & typing

Confidentiality

Written & verbal communication

Commercial lines knowledge

Insurance license

Education

High school diploma / two years college or insurance experience

Tools

Office equipment (terminals, calculators, copiers, fax, typewriters)

Job description

CSR Manager - Hybrid (Carefree, AZ)### CSR Manager - Hybrid (Carefree, AZ)Apply: Carefree, AZ: Full time: Posted Today: R9573Most of our clients have built their companies from the ground up. OneDigital has too. We stand alongside these business owners, providing peace of mind that if the unthinkable happens, they are protected. We are their trusted partner to help them manage risks from weather, injuries or other unforeseeable surprises. This gives our clients the ability to focus on what’s most important to them and their employees: doing their best work and living their best lives.If you are looking for a career where you are helping people and businesses thrive, even during times of uncertainty, OneDigital is the right career for you.**Our Newest Opportunity:**POSITION SUMMARY: To provide technical, sales and marketing support for the Commercial Lines Team in processing all lines of commercial insurance in accordance with the objectives and procedures outlined by the Team/Branch Manager in order to provide the highest level of service to our clients. ESSENTIAL FUNCTIONS: 1. Process new business, renewals, cancellations and endorsement requests on computer system, with insurance carriers and in client’s files per the request of client or producers.2. Create, type and send necessary correspondence to insurance companies and clients in order to update, obtain or verify necessary information in order to service all accounts.3. Review binders, policies and endorsements on all new business and renewals for accuracy and relevance. Input this data on the computer system and maintain paper files for each account.4. Answer client’s questions about their insurance coverages and needs.5. Answer insurance company underwriter’s questions about client accounts.6. Assist producers in preparing proposals, providing policy summaries and account reviews.7. Build up a rapport with our counterpart at the client’s office.8. Assist the accounting department in the reconciliation of Company accounts.9. Provide prompt, accurate, courteous service to our clients.10. Continue to look for opportunities to make new sales when in contact with clients. Interface with the Personal Lines Team/Producer to develop personal lines sales.11. All tasks should be handled in a manner which are in compliance with the “Quality Control Manual for Commercial Lines Insurance” and according to Corporate guidelines and procedures. OTHER RESPONSIBILITIES: 1. Pursue a program of personal and professional development.2. Perform other specific duties and projects as assigned by Team/Branch Manager. EDUCATION, EXPERIENCE AND SKILLS REQUIRED: 1. A high school diploma, two years of college or two years experience in the insurance industry.2. Ability to use office equipment such as computer terminals, calculators, copiers, fax machines, typewriters.3. Word processing and typing skills required.4. Strong respect for confidentiality and attention to detail.5. Good written and oral communication skills.6. Ability to understand and analyze commercial lines coverages, forms and policies.7. Holds required and appropriate insurance agent’s license.Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.To learn more, visit: www.onedigital.com/careersOneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel **seen, valued, respected, and supported** is fundamental to our core values and business goals.OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:City and County of San FrancsicoCity of Los AngelesCounty of Los AngelesEmployment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.*In short, we believe in hiring the most qualified applicant for the position, regardless of background.*If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you. OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.Thank you for your interest in joining the OneDigital team!