CSR – Commercial Lines

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.

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