CSR – Commercial Lines
The James Allen Companies Inc.
Busy west Tampa area retail insurance agency is looking for a P & C Licensed CSR – Commercial Lines
Salary based on level of experience. P & C business only, no medical. Commercial Insurance experience is required.
We use Partner XE software for agency management system. We are a small family-oriented agency but are continuing to grow.
- Must possess a valid Florida 4-40 license or 2-20 (Not a 2-15; 20-44 or 6-20)
- Must be detail-oriented and comfortable working in a paperless environment
- Must be familiar with acord applications and certificate templates
Only qualified candidates will be contacted for possible interviews. Must live within 20 miles of agency. Must be a team player. We are seeking a CSR to assist the Agent with day to day workflow. A sampling of duties may include:
- CSR will assist the Agent with binding new and renewal business as directed
- CSR will also assist in filing claims as needed/or updating the agency system with claim information
- CSR will review state MVR and review against company guidelines before endorsing to policy/policies
- CSR may be asked to order loss runs when agent is shopping the renewal
- CSR will be asked to process certificates of insurance
We offer a business casual work environment. Comprehensive benefits package. 401k eligible after 1 year of service. Salary based on experience for position. This is NOT a remote position and no hybrid schedules will be offered. This is an in office position, Monday through Friday from 8:30am to 5:00pm.