Job description
Job Title: Commercial Lines Customer Service Representative (CSR) (Remote - NY Only)
Location: Fully Remote (New York State Residents Only)
Compensation: 50-70k base
About the Role:
Seeking an experienced Commercial Lines Customer Service Representative (CSR) to join a remote team. This role is ideal for a self-motivated, detail-oriented insurance professional who thrives in a fast-paced independent agency environment and enjoys taking ownership of both service and sales-related tasks. This is not an entry-level role. Candidates must reside in New York State, have a minimum of 7 years of commercial lines experience, and be fully comfortable working independently from home.
Key Responsibilities:
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Handle incoming calls from prospective and existing clients regarding commercial insurance policies
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Gather and verify information necessary to quote and bind coverage
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Work directly with multiple carriers to quote, bind, and service accounts
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Proactively manage a book of business ranging from small businesses up to $100,000 in premium
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Make outbound calls to clients and carriers to follow up on quotes, renewals, and service requests
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Provide exceptional customer service and problem resolution
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Document all activity in Applied Epic system accurately and promptly
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Maintain knowledge of commercial lines products including excess & surplus lines
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Ensure compliance with internal procedures and carrier guidelines
Requirements:
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Must reside in New York State (This position is remote but state-restricted)
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Minimum 7 years’ experience in commercial lines insurance, including E&S
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At least 2 years of Applied Epic agency management software experience
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Prior experience in a mid-sized independent agency
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Comfortable working with multiple insurance carriers
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Strong phone communication skills – must be proactive in calling clients and carriers
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Ability to work independently in a remote environment
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High level of organization, accountability, and attention to detail
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Must be tech-savvy and able to manage workflow in a digital/remote setting
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Licensed P&C Agent in NY
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.