Job Title: Commercial Insurance Customer Service Representative (CSR)

Job Summary:
The Commercial Insurance CSR provides essential service and support functions, ensuring the smooth operation of the agency. This position is responsible for assisting clients with day-to-day service needs, maintaining accurate records, and ensuring timely communication. The ideal candidate is detail-oriented, personable, and comfortable navigating various systems and technology platforms.

Responsibilities:

• Provide customer service support via phone and email, addressing policy questions, changes, and billing inquiries.
• Assist with policy servicing tasks such as endorsements, certificates of insurance, and renewal processing.
• Maintain organized client files and documentation in agency management systems.
• Support producers and account managers with administrative duties and follow-ups.
• Ensure high-quality service and prompt response times for client requests.
• Collaborate with internal teams to resolve service issues efficiently.

Qualifications/Requirements:

• Active Property & Casualty (P&C) insurance license.
• 1-2 years of commercial insurance customer service experience preferred.
• Strong attention to detail with excellent organizational skills.
• Professional communication and interpersonal skills.
• Comfortable using agency management systems and related technology.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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