Job description
Commercial Lines CSR - Black Mountain (Hybrid 3 days in/2 days remote)
Job Summary
Seeking a dedicated and detail-oriented Commercial Lines Customer Service Representative (CSR) to join a growing team. This is an exciting opportunity to work in a professional, supportive, and growth-oriented environment. The selected candidates will play a pivotal role in managing accounts and supporting clients.
Responsibilities
- Provide full A–Z account management, with a primary focus on renewals.
- Manage a variety of accounts, including contractors and agriculture-related clients.
- Collaborate with producers to manage books of business.
- Utilize Applied Epic software to manage client information and accounts.
- Communicate effectively with clients and internal teams to ensure high levels of service.
- Note: Minimal travel for client meetings as needed.
Qualifications/Requirements
- Licenses/Certifications: Active Property & Casualty (P&C) License required.
- Experience: 2-4 years of experience in a Commercial Lines CSR role, with a growth mindset to advance into an Account Manager role.
- Software Proficiency: Experience with Applied Epic is preferred.
- Soft Skills:
- Strong organizational skills.
- Ability to manage competing priorities effectively.
- Excellent communication skills, both written and verbal.
- Problem-solving mindset with a proactive approach.
- Team player with a collaborative spirit.
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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