Commercial Lines Customer Service Agent

Job Description Customer Service Representative Job Summary Seeking a dedicated and detail-oriented Customer Service Representative to join a Property & Casualty division. In this role, will provide responsive and accurate support to commercial insurance clients, ensuring a consistently positive client experience. You will collaborate with producers and account managers to service accounts, process policy changes, coordinate renewals, and deliver exceptional service. Compensation Package Competitive salary based on experience and qualificationsComprehensive benefits package, including health, dental, and vision insurancePaid time off and holidaysOpportunities for professional development and industry certifications Responsibilities Client Service & Communication Manage communications related to renewals, policy changes, audits, and billing.Respond promptly to client inquiries regarding coverage, billing, and claims.Issue certificates of insurance and maintain accurate policy documentation. Policy Servicing & Account Management Service a portfolio of commercial accounts across various industries.Process endorsements, cancellations, certificates, and other policy changes.Organize and prioritize workflows for an assigned book of business. Renewals, Marketing & Proposals Prepare and review renewal submissions, applications, and proposals for new and existing business.Coordinate with underwriters and carriers to obtain quotes and coverage options for renewal business.Support producers and account managers in marketing new and renewal business, with a focus on retention. Coverage Analysis & Collaboration Understand complex exposures, including specialty product lines.Partner with sales professionals to evaluate exposures, analyze loss trends, and recommend appropriate coverage solutions.Collaborate with producers, underwriters, and internal team members to deliver seamless client service. Systems, Documentation & Compliance Use agency management systems accurately and timely to enter and maintain all required information.Ensure adherence to industry regulations, company standards, and client requirements. Qualifications/Requirements Education: High school diploma or equivalent required; associate or bachelor’s degree preferred.Licensing: Active Property & Casualty (P&C) insurance license or ability to obtain within a specified timeframe.Experience: Two or more years of commercial lines servicing experience preferred.Knowledge: Working knowledge of commercial insurance products (e.g., general liability, property, workers’ compensation, auto, umbrella).Technical Skills: Proficiency with agency management systems (e.g., Applied Epic, AMS360, or similar).Communication: Strong written and verbal communication skills.Organizational Skills: Excellent organizational and time-management abilities.Attention to Detail: High level of accuracy and attention to detail.Professional Development: Demonstrated interest in continuing to build industry knowledge and expertise.