Commercial Lines Insurance Account Coordinator / CSR / CSA
Summary
Coordinates insurance accounts, processes policies and claims, and provides administrative support for an independent agency serving clients across 45 states.
Are you passionate about being a true resource to your clients? Do you strive for continued growth and development in your career? Are you seeking work/life balance? You can find it with our office, hybrid and remote work opportunities.
Join our growing and fun-loving team at Evarts Tremaine – an Independent Insurance Agency and Trusted Advisor to families and businesses in over 45 states.
Evarts Tremaine is built on our shared core values--Authenticity, Innovation, Integrity, Knowledge, Teamwork & Fun!
We are proud to be a part of and to support the Cleveland Community.
The Role:
- Provides support to account managers
- Processes certificates, MVR's, claims, endorsements and audits
- New business and renewal policy checking
- Agency invoicing
- Renewal proposals and summaries
- Collaborate with colleagues, insurance carriers, and clients
- Provides administrative support
- Maintains accuracy in AMS utilizing download and manual entry
The Tools:
- Ohio Property Casualty Insurance license preferred
- 1-2 years of industry experience preferred
- Bachelor's degree from an accredited college or university preferred
- Career or internship experience within the financial or insurance industry preferred
The Perks:
- Remote or Hybrid working model
- Competitive salary ($48,000 - $62,000 / year)
- Generous PTO plan
- Tuition reimbursement
- Fitness center pass
- 401K plan with match
- Fully paid short and long term disability & life insurance
- Available medical, dental, and vision insurance
- Option for parking reimbursement with hybrid working model
- Paid holidays
- Healthy Lunches from HarvestOwl
- We run on the Entrepreneurial Operating System (EOS)
- Community volunteer opportunities
Opportunities for Growth
Our agency provides tuition reimbursement and reward for completing designations through The Institutes, The National Alliance for Insurance Education and Research, The National Underwriter Company, and the Professional Liability Underwriting Society.
Evarts Tremaine is an equal opportunity employer.