Commercial Lines Customer Service Representative (CL CSR)

Job Summary

Seeking a dedicated and experienced Commercial Lines Customer Service Representative (CL CSR) to join a small, family-run agency. This role is integral to the focus on client retention and delivering exceptional service. The ideal candidate will have a strong background in commercial insurance, a passion for customer service, and the ability to manage a mix of service and sales responsibilities. This is an excellent opportunity to join a close-knit team and work with reputable insurance companies in a supportive and collaborative environment.

Compensation Package

• Salary Range: $45,000 - $55,000 annually
• Commissions:
  • New Business: 45%
  • Renewals: 20%
• Benefits:
  • Group Health Insurance: $300 monthly company contribution
  • Paid Time Off: 10 days annually
  • Simple IRA: Available after 1 year with up to 3% company match
• Work Arrangement: Hybrid work model available after training (3 days in-office, 2 days remote)

Responsibilities

• Provide exceptional customer service to clients, focusing on retention and satisfaction.
• Manage a portfolio of small to medium commercial accounts, including government contracts, technology, contractors, main street businesses, and non-profits.
• Handle both new and renewal business quoting, with account sizes averaging $35,000 - $50,000.
• Balance daily responsibilities with 85% service and 15% sales, including warm leads and organic sales opportunities.
• Collaborate with team members to ensure seamless service delivery and client satisfaction.
• Utilize QQ Catalyst software for account management and documentation.

Qualifications/Requirements

• Active Property & Casualty (P&C) license is required.
• Minimum of 2 years of experience in commercial insurance, preferably within an agency setting.
• Strong knowledge of commercial insurance products and services.
• Proficiency in using QQ Catalyst or similar insurance software is preferred.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team in a fast-paced environment.
• Commitment to providing outstanding customer service and building long-term client relationships.

#LI-JN4