Commercial Lines CSR

Job Summary

Seeking a detail-oriented and organized Commercial Lines Customer Service Representative (CSR) to join a team. This role is integral to supporting the Commercial Lines department by providing back-end administrative support, ensuring smooth operations, and maintaining high levels of client satisfaction. The ideal candidate will have prior experience in commercial lines insurance and a strong ability to work collaboratively in a team-oriented environment.

Compensation Package

• Salary Range: $50,000 - $65,000 annually (dependent on experience and licensure)
• Benefits: Comprehensive benefits package, details provided upon request

Responsibilities

As a Commercial Lines CSR, your primary responsibilities will include:

• Providing back-end support for the Commercial Lines Account Management team.
• Handling endorsements, certificates, and policy updates in the agency management system.
• Preparing for policy renewals, including gathering loss runs, Motor Vehicle Reports (MVRs), and other necessary documentation.
• Following up on invoices and ensuring timely processing.
• Communicating with carriers to obtain policy information and resolve issues.
• Assisting the Account Management team in a pooled environment to ensure client needs are met.

This is not a client-facing role but will involve regular interaction with carriers and internal team members.

Qualifications/Requirements

• Preferred Licensure: Property & Casualty (P&C) license is preferred but not required.
• Experience: Minimum of 2 years of experience in commercial lines insurance; prior experience with certificates is a plus.
• Technical Skills: Proficiency in AMS 360 or similar agency management software is highly desirable.
• Soft Skills:
  • Personable and approachable demeanor
  • Strong organizational skills
  • Team-oriented mindset
  • Consultative approach to problem-solving
  • Attention to detail and ability to multitask

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