Careers

Job Description Summaries  

Whether working in the Personal Lines department, Commercial Lines department, or Benefits department, the same responsibilities apply. 

Customer Service Associate/CSR (Personal Lines, Commercial Lines, or Benefits): 

The Front-Line Customer Service Associate position is primarily focused on processing insurance transactions. This includes policy endorsements, billing, and payments as well as reporting and claim follow-up. A high-level of customer service is required, which involves providing basic coverage information, answering questions regarding policies, identifying gaps in coverage and additional products we can assist our clients with.

Account Manager (Personal Lines, Commercial Lines, or Benefits): 

This position is often the next step up from the CSR position, or for someone with prior CSR or Account Management experience. Once proficient with CSR responsibilities and able to provide insurance quotes from start to finish, have more in-depth conversations with clients regarding coverage, and can counsel clients about coverage and needs, a CSR is ready to take on more responsibility. An Account Manager will be responsible for the care of and retention of a book of business. Additionally, an Account Manager will keep management system data up to date, identify and/or analyze unusual increases in premiums, negotiate rate changes with underwriters, remarket accounts as necessary, and assist with new business quoting and account rounding, as necessary.  

Sales/Insurance Advisor (Personal Lines, Commercial Lines, Benefits, or Life and Financial Services): 

This position is given to someone with prior sales experience as well as some insurance experience, or to an Account Manager who shows proficiency in sales. The sales staff work primarily on prospecting and bringing new clients into the agency. This involves fact finding and getting to know the prospective client and understanding their needs. An Insurance Advisor must match those needs with the proper coverage, and research the available insurance markets we must develop and present a professional proposal to the prospective client. This is typically a heavily incentive compensation position with an ability to control your income by your success.