Commercial Lines CSR

Job Summary

Seeking a highly organized and detail-oriented Commercial Lines Customer Service Representative (CSR) to join a team. The ideal candidate will support producers in managing a book of commercial accounts. This role requires a proactive individual with strong initiative and accountability, who thrives in a fast-paced environment.

Responsibilities

• Manage and service a book of commercial accounts, primarily in the real estate industry.
• Provide exceptional support to producers, ensuring seamless account management.
• Maintain accurate records and documentation using Epic software.
• Exhibit initiative and accountability in daily tasks to ensure client satisfaction.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Prior experience in commercial account management is preferred.
• Software Proficiency: Must have experience with Epic software.
• Soft Skills: Strong initiative, organization skills, and accountability are essential.
• Industry Knowledge: Familiarity with real estate accounts and commercial insurance is a plus.

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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