Commercial Lines CSR

Responsibilities

• Serve as the primary contact for commercial clients, handling inquiries, concerns, and requests with professionalism and efficiency.
• Process policy changes, renewals, endorsements, and cancellations in a timely manner.
• Provide accurate policy information to clients and explain coverage, exclusions, and other important policy details in a clear, understandable way.
• Collaborate with insurance carriers and underwriters to resolve client issues and ensure timely processing of requests.
• Handle billing questions, payment processing, and account reconciliations for clients.
• Maintain up-to-date client records by entering and updating information in agency management systems.
• Proactively identify opportunities to enhance customer satisfaction and retention.
• Ensure compliance with insurance regulations, company policies, and ethical standards.
• Stay current with industry trends, insurance products, and policy updates to better serve clients.

Qualifications/Requirements

• Education: High school diploma or equivalent required; Associate’s degree or higher in related fields is a plus.
• Experience: Prior experience in commercial insurance or customer service roles strongly preferred.
• Licensing: Active Property & Casualty (P&C) insurance license or willingness to obtain one within the first 90 days of employment.
• Skills: Strong verbal and written communication skills. Excellent organizational and multitasking abilities. Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with agency management systems or CRM platforms. Ability to analyze and solve problems effectively. High attention to detail and accuracy when handling client accounts.
• Attitude: A proactive, positive attitude with a genuine commitment to exceptional customer service.
• Teamwork: Ability to work collaboratively in a team environment while also capable of managing individual responsibilities.
• Adaptability: Comfortable working in a fast-paced, ever-evolving environment.