Commercial Lines Customer Service Representative (CSR)

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Customer Service Representative (CSR) to join a growing team. This role offers an excellent opportunity to work with a large, well-established brokerage firm, with significant potential for professional growth. The ideal candidate will bring experience in insurance, a commitment to exceptional customer service, and a proactive approach to supporting account managers in servicing commercial lines accounts.

Responsibilities

• Provide A-Z servicing for commercial lines accounts, supporting account managers in day-to-day operations.
• Handle both new and renewal business quotes.
• Maintain strong relationships with clients by addressing inquiries and resolving issues promptly.
• Ensure accurate and timely processing of documentation and account updates.
• Collaborate with team members to deliver exceptional service to small to mid-market commercial clients.
• Utilize Epic software to manage accounts and maintain records.

Qualifications/Requirements

• Experience: Minimum of 1+ years in the insurance industry, with a preference for candidates with good tenure and experience in commercial lines.
• Licensure: Property & Casualty (P&C) license preferred; open to candidates with relevant experience willing to obtain licensure.
• Skills: Strong organizational skills, attention to detail, and the ability to manage multiple tasks efficiently.
• Software Proficiency: Experience with Epic software is highly desirable.
• Work Ethic: A proactive and customer-focused approach to problem-solving and service delivery.

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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