Commercial Lines Account Executive
Location:
Totowa, NJ
Experience Required:
Minimum 3 Years CSR Experience
Introduction:
We are seeking a dedicated and experienced Commercial Lines Customer Service Representative (CSR) to join our fast-growing and talented team in Totowa, NJ.
In this role, you will utilize your expertise to manage client accounts, ensure seamless policy transactions, and provide exceptional service in a dynamic, fast-paced office environment. We are looking for an energetic, organized individual who excels at prioritizing tasks and meeting deadlines. If you are committed to aligning clients with the best insurance products, we would love to hear from you.
Responsibilities:
- Manage all account transactions, including quoting, applications, ID cards, endorsements, proposals, coverage summaries, certificates, and binders for assigned accounts.
- Maintain up-to-date knowledge of carrier underwriting requirements.
- Conduct renewal reviews and quote/remarket policies as needed.
- Respond promptly to inquiries from clients, companies, and producers.
- Identify cross-selling opportunities and suggest coverage upgrades.
- Document all activities in the agency management system, ensuring accurate and timely entries.
- Adhere to agency billing, premium collection, and underwriting guidelines. Obtain client sign-off for declined recommended coverages.
Qualifications:
- Commercial lines product knowledge (Property and condominium experience is a plus).
- Minimum 3 years of CSR experience and a valid property casualty license.
- Excellent client relations and problem-solving skills.
- Proficient computer skills, including agency management systems (Applied Epic experience is a plus).
- Strong attention to detail, ability to prioritize, and commitment to meeting deadlines.
Why Join Us
- Be part of the largest Independent Insurance Agency in Passaic County.
- Work in a dynamic, fast-paced, collaborative office where your skills and contributions make a real impact.
- Opportunities for growth and advancement.
We are seeking a motivated individual who thrives in a client-focused role. If you are ready to grow with us and bring your talents to our Totowa office, apply today, and join our team!
About The Secret Insurance Company
We are the largest Independent Insurance Agency in Passaic County, located in Totowa, NJ seeking a person to work in our busy office environment.