Commercial Lines CSR

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Customer Service Representative (CSR) to join a growing team. As a key member of the organization, you will play a vital role in providing exceptional service to the clients, maintaining strong relationships, and ensuring the smooth management of commercial insurance accounts. This is an exciting opportunity to join a well-established and respected independent insurance brokerage.

Compensation Package

• Salary Range: $50,000 - $65,000 annually, based on experience.
• Benefits:
  • Comprehensive health, dental, and vision insurance.
  • Life insurance and short/long-term disability coverage.
  • Paid time off (PTO) and 10 paid holidays.
  • Continuing education and professional development support.
  • Performance-based bonuses.
  • Positive and collaborative work environment.
  • Opportunities for career advancement.

Responsibilities

• Assist Account Managers in servicing a designated book of commercial lines business.
• Build and maintain strong client relationships through responsive communication and proactive account management.
• Process policy changes, endorsements, certificates of insurance, renewals, and audits.
• Collaborate with producers to identify client needs and provide strategic insurance solutions.
• Work with carriers to obtain quotes, negotiate terms, and resolve billing or policy issues.
• Prepare proposals, review coverages, and assist clients with claims as needed.
• Maintain accurate documentation in the agency management system.
• Ensure compliance with agency standards and industry regulations.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 2+ years of experience in commercial insurance, with strong knowledge of coverages such as General Liability, Property, Auto, Workers Compensation, Umbrella, and Professional Liability.
• Technical Skills: Proficiency in AMS360 or similar agency management systems is preferred.
• Work Tenure: A proven track record of consistent job tenure in previous roles is required.
• Soft Skills: Client-Centered, Adaptive, Engaging, Detail-Oriented

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