Commercial Lines Insurance CSR

Job Summary

Seeking a dedicated and experienced Commercial Lines Insurance Customer Service Representative (CSR) to join a team at an independent insurance agency. This is a full-time, in-office position where you will play a vital role in supporting the daily operations of servicing commercial clients. Working closely with a senior lead account manager and producer, you will ensure the highest level of service and satisfaction for clients.

Compensation Package

• Salary Range: $70,000 - $75,000 (commensurate with experience) + End-of-Year Bonus Potential
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Assist in servicing commercial insurance accounts, including adding vehicles, locations, endorsements, and handling light certificate work.
• Review and check policies for accuracy and completeness.
• Provide exceptional customer service to clients, addressing inquiries and resolving issues promptly.
• Collaborate with the lead account manager and producer to ensure seamless operations.
• Maintain accurate records and documentation in the agency management system (AMS360).

Qualifications/Requirements

• Active Property & Casualty (P&C) License.
• Minimum of 5 years of experience in a similar role at a retail P&C insurance agency.
• Proficiency in using AMS360 or similar agency management software.
• Strong attention to detail and ability to follow directions.
• Excellent communication and interpersonal skills.
• Ability to work effectively in a team-oriented, business-driven environment.

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