Account Manager/Customer Service Representative - Primary Location

Sunland Specialty Insurance Group is an independent insurance agency seeking an Account Manager/Customer Service Representative. We are seeking someone with a strong background in commercial lines. This is a unique opportunity for someone to join our team who is flexible, resourceful, possesses technical knowledge and willingness to do what is necessary to get the job done! We are a close-knit team looking to build on an established book of business. Personal lines experience is a plus!

Salary Range: $40000.00 - $75000.00 per year

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Responsibilities

• Provide outstanding customer service by handling the day-to-day account management responsibilities such as billing, policy changes, agency management system updates, claims, etc.
• Determine appropriate client service support for new and existing clients to building effective relationships and drive retention; promptly respond to client and carrier inquiries, maintain, and enhance the agencys relationships with existing clients by executing proactive and ongoing contact initiatives
• Issue endorsements, certificates, and evidence of property, which may include review of contracts and special certificate/coverage requests for compliance
• Use specific industry training and knowledge to determine the needs of the client and identify cross-selling opportunities; expand/round-out existing accounts by identifying potential gaps in coverage, recommending, and implementing proper coverage
• Quality check and thorough review of all policies and endorsements received from insurance carriers
• Timely and accurately manage the renewal process by reviewing upcoming expiring accounts and obtaining information from clients to ensure timely renewal of all policies
• Participate in seminars, training, and continuing education sessions to maintain required licenses and for knowledge, skill, and development

• Active Property & Casualty Agent/Producer License required
• 3-5 years Independent Agency Experience required
• Proficient in Microsoft Word, Outlook, Excel and other software applications such as PDF editing software, Docusign, Epay and Zoom
• Must be a self starter who is able to work independently but also as part of a team
• Strong analytical and organizational skills
• Excellent written and verbal skills
• Proficient in agency management software-EPIC a plus
• College degree preferred