Account Manager/CSR

Account Manager/CSR

The James Allen Companies Inc.

Mission Statement for everyone in the office: Provide an experience for our clients that will reflect a caring nature and hard work on their behalf.

Goal of the agency personnel: for the benefit of all we adopted the plan set forth

  • Review applications, renewal requests, and endorsements for accuracy.
  • Initiate and follow-up on endorsements and cancellations.
  • Rate and compute endorsements and new business.
  • Handle telephone requests, correspondence, and face to face situations effectively.
  • Maintain all client activity in the agency automation system documenting any and all correspondence.
  • Keep current on rates, forms and coverage changes within insurance carriers
  • Promptly assist owner requests as priority to your other work
  • Follow the guidelines outlined in the Employee Handbook.
  • Maintain required insurance license.
  • Immediately report anything that should be a concern of the owners.
  • Work along side others and utilize this means of teamwork to attain greater success than you can by yourself. We work as a team.


All Employees are expected to act in the following manner:

With INTEGRITY – honest and trustworthy, keeping to your word and honoring your commitments.

With RESPECT – consistently treating employees, customers, carriers and vendors with an understanding that they too have strengths that benefit the insurance industry.

Show EXCELLENCE – We cannot achieve its goals without the best employees. You must be among the best at your job.

Be RESPONSIBLE – step it up when the office is without an employee or a fellow employee needs assistance. Be a employee that will go the extra mile so that clients do not experience a drop in service.

Be PROFESSIONAL – treat our customers, employees and company’s information in a confidential manner. We must all maintain a professional work environment through a personal appearance, language and behavior.

RELATIONSHIPS – this is a relationship business. You are required to have the skills to be able to build a relationship with those people you come in contact with in and out of the office. Your image is our image.

CUSTOMER FOCUS – our client’s pay all our salaries. Your actions affect everyone’s income that is working here.

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