Remote - Commercial Lines Account Representative/CSR - Work From Home [United States]

 

GrayStone Insurance Group is looking for self-motivated people that can work from home efficiently and professionally.

Position Summary: Responsible for assisting producers and clients in maintaining insurance coverage for commercial lines of insurance to include processing and invoicing policies, endorsements, audits, certificates, and cancellations.

Essential Tasks:

• Issue Certificates of Insurance
• Working with clients to fill out necessary applications to market the accounts
• Market New and Renewal submissions to carriers
• Prepare endorsement requests to send to insurance carriers
• Follow-up for receipt of endorsements to existing policies
• Processing endorsements, including invoicing and delivery to client
• Processing of audits, including verification of rates, exposures, and prior premiums
• Handling/processing of cancellations and billing issues
• Communication with staff and clients as needed to gather needed information for changes to policies
• Knowledge of and adherence to, agency procedures
• Establish and maintain relationships with both internal and external clients

Non-essential Tasks:

• Maintain and Update client files accurately and consistently.
• Process Incoming Mail/Email

Specific Knowledge, Skills and Abilities:

• Ability and desire to work with people
• Above average mathematical skills
• Strong organization and time management skills, with attention to detail
• Computer skills including agency management system and Windows Office products
• Team player with a positive approach to co-workers
• Highly motivated, self-starter who works independently to accomplish established agency goals
• Exceptional communication skills both verbal and written
• Accountable for own actions and delivers on commitments
• Commitment to continuous learning

Experience and Education

• High school diploma or equivalent
• Property and Casualty license
• Minimum two (3) years’ experience in property and casualty servicing required
• Good communication skills
• Proficiency with personal computers and multi-tasking skills
• CISR designation or equivalent will increase starting salary

To be eligible for this role you MUST:

• Have at minimum 50 to 100 mbps download and at least 10mbps upload internet speed as validated by Ookla.com and/or FAST.com
• Ability to hardwire (ethernet) direct to your home router during your at home employment
• Router must be within close vicinity of your quiet, at home workspace

Job Type: Full-time

Pay: $55,000.00 - $65,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
• Work from home

Weekly day range:

• Monday to Friday

Work setting:

• Remote

Education:

• High school or equivalent (Preferred)

Experience:

• Commercial Insurance Customer Service: 3 years (Required)

License/Certification:

• Property and Casualty Insurance License (Required)

Work Location: Remote

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