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TWFG - Kelly Lee Insurance

Account Manager/CSR

Posted Updated
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Description

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.

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