Account Manager/CSR Hybrid - US

TWFG - Kelly Lee Insurance

Account Manager/CSR

Full Time • Hybrid - US
Qualifications:

 2-5 years of Insurance experience in Personal and Commercial Property and Casualty
 
 Property & Casualty license required
 
 Sales driven
 
 Maintain a cordial and effective relationship with co-workers, carriers, and the ability to work in a team environment. 


 Responsibilities:
 
Rate new and renewal business. 
 
Prepare all submissions; accordingly, send them out to carriers for quoting or quote online. 

Once the account is bound, finish the process by obtaining forms or items required by carriers, and input everything into our management system. 
 
 Serve as a source of knowledge of appetite and market trends.

Round out current accounts.

Use expertise in subject matter when comparing quotes and negotiating coverage differences
 
 Collect premiums per established agency procedures before binding any coverage.
 
 Respond to all inquiries from the carrier and insured.


 Must be able to establish and maintain a strong relationship with carrier partners
 
 
 Benefits:

Competitive compensation

Generous PTO, as well as major holidays

Respect for work/personal life balance

Hours of operation: 8 am-5 pm

Hybrid/Remote Schedule available

Flexible work from home options available.

Compensation: $40,000.00 - $60,000.00 per year




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Benefits of working as an Independent Insurance Agent

 
Career advancement in a growing field
With more than 400,000 job openings in the next five years across the U.S., the insurance industry offers a huge opportunity for employment and career advancement. Plus, the industry continues to evolve and provide new careers paths in sales, customer service, analytics, digital marketing, technology, and more. (Source: investprogram.org)
Flexibility
Insurance can give you a rewarding career and well-rounded life with jobs that are not only fulfilling but may offer flexible schedules and great office culture. In a U.S News and World Report article featuring 'Best Jobs of 2020,' Insurance Agent ranked #2 on their 'Sales & Marketing Jobs' list. (Source: investprogram.org)
Make a Difference
Independent agents are pillars in their communities and active in local organizations, sponsoring sporting teams or supporting charities. Insurance offers you the chance to make a career out of helping individuals when they suffer a loss and need assistance. (Source: investprogram.org)
Job Security
Things change but insurance is here to stay. People will always need it for their car, home, business, travel, and more. The insurance industry touches all aspects of life - and that will not change. (Source: investprogram.org)