Commercial Insurance Specialist

Responsibilities

• Develop and maintain relationships with commercial clients and provide support for property and casualty insurance needs.
• Advise clients on commercial insurance products, coverage options, and policy requirements.
• Prepare insurance quotes and assist with policy binding processes.
• Process policy endorsements, renewals, and cancellations.
• Respond to client inquiries and provide timely follow-up to ensure customer satisfaction and retention.
• Maintain strong client communication through phone and other service channels.
• Stay updated on insurance products, underwriting guidelines, and regulatory requirements.
• Maintain accurate client records within CRM and agency management systems.
• Support account servicing activities and ensure policy information is properly documented.
• Aid clients with small and mid-size business insurance solutions.

Qualifications

• 2+ years of experience in commercial property and casualty (P&C) insurance preferred.
• Active Property & Casualty insurance license preferred.
• Strong knowledge of small and mid-size business insurance products.
• Familiarity with insurance rating tools and agency management systems.
• Strong phone skills and customer service abilities.
• Excellent communication and relationship-building skills.
• Ability to multitask, prioritize responsibilities, and meet deadlines.
• Experience working with an independent insurance agency or direct writer preferred.
• Bachelor's degree or equivalent professional experience preferred.
• Bilingual abilities are a plus.
• Ability to work in-office Monday through Friday.

Pay

Details not specified.

Schedule

Details not specified.

Benefits

• 401(k) Retirement Plan
• Dental Insurance
• Health Insurance
• Paid Time Off (PTO)
• Vision Insurance