Commercial Lines Customer Service Agent

Job Summary

Seeking a dedicated and professional Commercial Lines Customer Service Agent to join a growing team. The ideal candidate will be responsible for managing a book of small business commercial lines accounts, providing exceptional service, and ensuring client satisfaction. This role requires a proactive individual with strong organizational skills and the ability to work collaboratively within a team. The position is primarily in-office, with one remote day per week.

Compensation Package

• Salary Range: $55,000 - $65,000 annually, based on experience.
• Benefits: Comprehensive benefits package, including 401(k).
• Work Schedule: Hybrid model – 4 days in-office, 1 day remote.
• Training: Onsite training provided until the candidate is comfortable in the role.

Responsibilities

• Manage and service a commercial lines book of business for small businesses (all accounts under $50k premium).
• Handle endorsements, billing/payments, claims, and cancellations.
• Create and process new and renewal business submissions.
• Obtain and manage loss runs and supporting documents.
• Issue certificates, evidence of insurance, auto ID cards, and binders.
• Check and distribute policies, create proposals for agents as needed.
• Track cancellations, process audits, and manage audit tracking.
• Handle bonds, remarket accounts, and quote account rounds for existing commercial lines business.
• Stay updated on carrier updates and underwriting information.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Minimum of 3 years in account management and handling daily responsibilities in commercial lines.
• Software Proficiency: Experience with Epic software is preferred.
• Soft Skills:
  • Professional demeanor and communication.
  • Strong sense of accountability.
  • Ability to work effectively as part of a team.

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