Job Description

Job Description: Commercial Lines Customer Service Representative (CSR)

Job Summary

A motivated and customer-focused Commercial Lines Customer Service Representative (CSR) is needed to serve as the primary point of contact for clients, providing support and service for their commercial insurance needs. This role requires a proactive problem-solver with strong attention to detail and a commitment to delivering a superior customer experience.

Responsibilities

• Act as the primary contact for commercial insurance clients, addressing inquiries, processing requests, and resolving concerns efficiently.


• Assist clients with policy changes, endorsements, billing questions, and claims reporting.


• Provide accurate information regarding commercial insurance coverage options, updates, and renewals.


• Collaborate with account managers and underwriters to align policies with clients' business needs.


• Maintain client records, including documentation and policy changes, in the agency management system.


• Conduct follow-ups on renewal processes, outstanding documents, and other client communications.


• Support sales by identifying cross-selling or up-selling opportunities and referring leads to the appropriate team.


• Stay informed on industry trends, market updates, and company products to provide well-informed recommendations.

Qualifications/Requirements

• Experience: Minimum of 1-3 years in commercial insurance customer service, account management, or a related field is preferred.


• Education: High school diploma or equivalent required; post-secondary education or insurance-related certifications (e.g., CIC, CISR) are a plus.


• Skills:
  
  
  
  • Strong knowledge of commercial insurance products, terminology, and procedures.
  
  
  • Excellent verbal and written communication skills, with the ability to explain complex information clearly.
  
  
  • Superior organizational skills and attention to detail, with the ability to manage tasks and meet deadlines.
  
  
  • Proficiency in office software (e.g., Microsoft Office Suite) and experience with agency management systems (e.g., AMS360, Applied Epic) is a plus.
  
  
  
  


• Attributes:
  
  
  
  • Collaborative team player with a positive attitude and strong work ethic.
  
  
  • Strong problem-solving skills and a client-focused mindset.
  
  
  • Commitment to personal growth and staying current with industry standards.
  
  
  
  


• Licensing: A valid Property and Casualty Insurance License or the ability to obtain one within 90 days of hire.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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