Customer Service Representative​/Account Manager

Job Title: Account Manager / Customer Service Representative (CSR)

Location: Washington, DC 20016

Job Type: Hybrid (2 days at home)

We are seeking a dedicated and experienced Account Manager / Customer Service Representative (CSR) to join our team. The ideal candidate will be responsible for managing client accounts, providing exceptional customer service, and ensuring smooth handling of insurance policies. This position involves working closely with clients, insurers, and internal teams to provide timely solutions and ensure a high level of satisfaction.

• Client Account Management: Manage a portfolio of personal or commercial insurance accounts, ensuring timely renewals, updates, and accurate documentation.
• Policy Administration: Process service-related requests such as endorsements, cancellations, certificates of insurance, loss runs, and binders.
• New Business and Renewals: Assist in quoting, issuing new business, remarketing renewals, and identifying opportunities for cross-selling additional coverage.
• Customer Service: Respond to client inquiries via phone, email, or in-person, providing guidance on coverage options, policy details, and claims processes.
• Documentation & Compliance: Prepare and maintain detailed records of client interactions, transactions, and communications. Ensure all insurance documents are accurately processed and compliant with company standards.
• Problem Resolution: Resolve client issues and concerns in a professional and timely manner, escalating complex cases to higher management as necessary.
• Collaboration: Work closely with insurance carriers, underwriters, and other internal teams to ensure optimal policy coverage and smooth service delivery.

• Experience: Previous experience in an Account Manager or CSR role, preferably within the insurance industry (personal lines preferred).
• Licensing: Property and Casualty license (required or in progress).
• Skills: Strong communication skills, attention to detail, organizational skills, and proficiency in insurance management software (e.g., Applied TAM, Epic AMS).
• Customer Service: Proven ability to provide exceptional customer service and build lasting client relationships.
• Problem Solving: Ability to handle client inquiries and resolve issues effectively in a fast-paced environment.
• Education: High school diploma required; further education or industry-specific certifications preferred.

• Competitive salary and benefits package
• Professional development opportunities
• Supportive and dynamic work environment