Commercial Lines Insurance CSR

About the role

We are seeking a detail-oriented and customer-focused Commercial Lines Customer Service Rep (CSR) to join our team. In this role, you will assist clients with their insurance needs, including policy servicing, coverage questions, and account management.

Responsibilities

• Service and maintain commercial insurance accounts across various industries
• Process endorsements, certificates of insurance, policy changes, renewals, cancellations, and reinstatements
• Prepare applications, proposals, and insurance documentation
• Review policies for accuracy and coverage needs
• Respond promptly to client questions regarding coverage, billing, claims, and policy changes
• Build and maintain strong relationships with clients, carriers, and internal teams
• Assist producers with new business submissions and marketing efforts
• Follow up on outstanding items and ensure timely completion of tasks
• Maintain accurate client records within agency management systems
• Support account retention through proactive customer service and communication
• Ensure compliance with agency procedures and carrier guidelines

Qualifications

• Previous commercial insurance experience preferred
• Active Property & Casualty Insurance License Preferred Or Required
• Strong understanding of commercial insurance coverages and policy terminology
• Excellent customer service, communication, and problem-solving skills
• Strong attention to detail and organizational abilities
• Ability to manage multiple accounts and deadlines simultaneously
• Proficiency with agency management systems such as Applied Epic, AMS360, HawkSoft, or similar platforms
• Microsoft Office proficiency, including Outlook, Word, and Excel
• Preferred lines of experience: General Liability, Commercial Property, Workers' Compensation, Commercial Auto, Umbrella/Excess Liability, Professional Liability, Business Owners Policies (BOP)

Benefits

• Competitive salary based on experience
• Health, dental, and vision insurance
• Paid time off and holidays
• Retirement plan options
• Ongoing training and professional development