Job Title: Licensed Commercial Lines CSR (Growth Track to Producer)
Location: King of Prussia, PA (In-office; remote 1 day/week after 90 days)
Salary: $50,000–$60,000 base + commission opportunity
Benefits: Full benefits package

Overview
A growing, team-oriented insurance agency is seeking a Licensed Commercial Lines CSR interested in developing into a Producer role. This position starts with client service and transitions into sales over time, offering strong training, internal support, and access to warm referral opportunities—no heavy cold calling required.

Key Responsibilities

• Service a commercial lines book of business

• Handle COIs, endorsements, policy setup, renewals, and policy changes

• Manage enrollments, cancellations, and reinstatements

• Support Inland Marine policies and certificate tracking

• Assist with cross-selling within existing accounts

• Build relationships with carriers and internal partners

• Gradually take on sales and business development responsibilities

Industries Served

• Contractors & construction

• Landscaping businesses

• Equipment and physical damage coverage

Growth Opportunity

• Start in a service-focused role

• Transition into a Producer position over time

• Increase earning potential through commissions as your book grows

Qualifications

• Active Property & Casualty License

• 2+ years of commercial insurance service experience

• Experience with COIs, endorsements, and policy servicing

• Interest in moving into a sales/producer role

• Strong communication and organizational skills

• Team-oriented mindset

#LI-NK1

Commercial Lines CSR

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Customer Service Representative (CSR) to join a growing team. This role is integral to operations, focusing on providing exceptional service to clients and ensuring seamless processing of commercial lines accounts. If you have a strong background in commercial lines processing and are passionate about delivering outstanding customer service, we encourage you to apply.

Compensation Package

• Salary Range: $50,000 - $65,000+ (depending on experience)
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Process commercial lines accounts, including certificates, endorsements, and general administrative tasks
• Handle middle-market accounts with premiums ranging from $100,000 to $2 million
• Assist with quoting new and renewal business
• Utilize Applied EPIC software for account management and processing
• Collaborate with team members to ensure client satisfaction and operational efficiency

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license is required
• Experience: Minimum of 4 years in commercial lines processing; experience with middle-market accounts is preferred
• Technical Skills: Proficiency in Applied EPIC software is highly desirable
• Preferred Background: Candidates with experience in agency operations or larger brokerage firms are encouraged to apply
• Attributes: Strong attention to detail, excellent organizational skills, and a commitment to providing exceptional customer service

#LI-KD1

Personal Lines Associate Client Representative

Job Summary

Seeking a motivated and detail-oriented Personal Lines Associate Client Representative to join a growing team. This role is an excellent opportunity for individuals looking to build a career in the insurance industry. You will play a key role in supporting the Client Managers and Advisors by ensuring accurate account management and delivering exceptional service to the clients.

Compensation Package

• Salary Range: $37,000 - $46,000 annually
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Set up and maintain accurate account details, contacts, and policy information in EPIC
• Process renewals, endorsements, acknowledgments, cancellations, and proofs of insurance
• Attach, organize, and name documents in EPIC
• Initiate endorsements, proofs of insurance, and invoices
• Generate standard communications to clients and carriers using templates and system-generated letters/forms
• Create activities in EPIC and assign them to applicable team members
• Pull items such as MVR, CLUES, Risk Meters, RCE, etc., as needed
• Check policies and endorsements against requests and complete checklists
• Perform document maintenance and retrieval tasks
• Support other responsibilities as applicable

Qualifications/Requirements

Education and Experience:

• 0-2 years of experience in Personal Property and Casualty insurance
• Licensed or ability to obtain a state Property & Casualty insurance license within a specified timeframe

Skills and Competencies:

• Proficiency in Microsoft Office Suite (Excel, Word, etc.)
• Ability to learn and understand insurance coverage fundamentals
• Strong written, oral, and interpersonal communication skills
• Detail-oriented with the ability to follow established workflows and processes
• Dedicated to meeting the expectations of co-workers and clients
• Strong problem-solving skills and ability to work collaboratively
• Ability to prioritize tasks and manage workflow effectively

Preferred Experience:

• Familiarity with EPIC software is a plus

#LI-MB6
#LI-JM1 

Commercial Lines Associate Client Representative

Job Summary

Seeking a detail-oriented and customer-focused Commercial Lines Associate Client Representative to join a team. This full-time position involves supporting the daily management of a high-volume Commercial Lines book of select business. Under the guidance of a lead servicer, you will play a key role in ensuring client satisfaction and retention by delivering exceptional service to both internal and external clients.

Compensation Package

This position offers a competitive compensation package, including:

• Base Salary: $48,300 to $63,400 (commensurate with experience, qualifications, and business needs).
• Bonus Eligibility: Performance-based bonus opportunities.
• Benefits: Comprehensive benefits package.

Responsibilities

As a Commercial Lines Associate Client Representative, your primary responsibilities will include:

• Supporting the lead servicer in managing a high-volume book of business, ensuring all tasks are completed accurately and on time.
• Setting up and maintaining accurate account details, contacts, and policy information in EPIC.
• Attaching, organizing, and naming documents in EPIC.
• Producing standard communications to clients and carriers using templates and system-generated letters and forms (e.g., BOR, proposal letters, change requests, proofs of insurance).
• Endorsing policies in EPIC.
• Creating activities in EPIC and assigning them to the appropriate team members.
• Ordering loss runs.

Qualifications/Requirements

Work Experience

• 0-2 years of experience in Commercial Property and Casualty insurance.

Professional Licenses/Certifications

• State Property & Casualty insurance license (or willingness to obtain within a specified timeframe).

Essential Skills/Competencies

• Proficiency in Microsoft Office Suite, including Excel and Word, with basic formatting skills.
• Ability to learn and understand coverage fundamentals.
• Strong commitment to meeting the expectations and requirements of coworkers and clients.
• Problem-solving skills and the ability to find common ground quickly.
• Eagerness to continuously improve knowledge of industry trends, products, coverage, and technology.
• Excellent written, oral, and interpersonal communication skills.
• Ability to follow established processes and workflows to achieve solutions.
• Strong organizational skills with the ability to prioritize tasks and manage workflow effectively.
• Results-driven with the ability to work under close direction from senior team members.

Education

• High School Diploma or equivalent.

#LI-MB6

Commercial Lines Associate Client Representative

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Associate Client Representative to join a team. This full-time position is an excellent opportunity for individuals looking to grow their career in the Commercial Property and Casualty insurance industry. The Associate Client Representative will support the daily management of a high-volume Commercial Lines book of select business. Under the guidance of a lead servicer, you will play a critical role in ensuring client satisfaction and retention by delivering exceptional customer service to both internal and external clients.

Compensation Package

This position offers a competitive compensation package, including:

• Base Salary: $48,300 to $63,400 (commensurate with experience, qualifications, and business needs).
• Bonus Eligibility: Performance-based bonus opportunities.
• Benefits: Comprehensive benefits package.

Responsibilities

As a Commercial Lines Associate Client Representative, your primary responsibilities will include:

• Supporting the lead servicer in managing a high-volume book of business, ensuring all tasks are completed accurately and on time.
• Setting up and maintaining accurate account details, contacts, and policy information in EPIC.
• Attaching, organizing, and naming documents in EPIC.
• Utilizing templates and system-generated letters/forms to produce standard communications, including BORs, proposal letters, change requests, and proofs of insurance.
• Endorsing policies in EPIC.
• Creating activities in EPIC and assigning them to applicable team members.
• Ordering loss runs.

Qualifications/Requirements

Work Experience

• 0-2 years of experience in Commercial Property and Casualty insurance.

Professional Licenses/Certifications

• Must be licensed or willing to obtain a state Property & Casualty insurance license within a specified timeframe.

Essential Skills/Competencies

• Proficiency in Microsoft Office Suite, including Excel and Word, with basic formatting skills.
• Ability to learn and understand coverage fundamentals.
• Strong commitment to meeting the expectations and requirements of co-workers and clients.
• Problem-solving skills and the ability to find common ground quickly.
• Eagerness to acquire industry knowledge, including new products, coverage options, and technology.
• Excellent written, oral, and interpersonal communication skills.
• Ability to follow established processes and workflows to achieve solutions.
• Strong organizational skills with the ability to prioritize tasks and manage workflow effectively.
• Results-driven with the ability to work under close direction from senior team members.

Education

• High School Diploma or equivalent required.

#LI-MB6

Personal Lines Associate Client Representative - Standard / Middle Market

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Associate Client Representative to join a team. In this role, you will provide essential support to Client Managers and Client Advisors by following established workflows and procedures. You will play a key role in maintaining accurate account details, processing policy-related tasks, and ensuring exceptional service delivery to the clients. This position offers an excellent opportunity to grow your career in the insurance industry within a dynamic and supportive environment.

Compensation Package

• Base Salary Range: $52,000 to $64,200 (depending on experience, qualifications, and business needs).
• Benefits: Competitive benefits package and variable pay programs.

Responsibilities

• Primary Duties:

  • Set up and maintain accurate account details, contacts, and policy information in EPIC.
  • Process renewals, endorsements, acknowledgments, cancellations, and proofs of insurance.
  • Attach, organize, and name documents in EPIC.
  • Initiate endorsements, proofs of insurance, and invoices.
  • Leverage templates and system-generated letters/forms to produce standard communications (e.g., BOR, client pre-renewal letters, proposal letters, change requests).
  • Create activities in EPIC and assign them to applicable team members.

• Additional Duties (as applicable):

  • Pull items such as MVR, CLUES, Risk Meters, RCE, etc.
  • Generate and send renewal proofs upon request.
  • Perform policy checks and complete checklists.
  • Verify endorsements against requests.
  • Maintain and retrieve documents as needed.

Qualifications/Requirements

• Experience:

  • 0-2 years of experience in Personal Property and Casualty insurance.

• Licenses/Certifications:

  • State Property & Casualty insurance license (or willingness to obtain within a specified timeframe).

• Skills and Competencies:

  • Proficiency in Microsoft Office Suite (Excel, Word, etc.) with basic formatting skills.
  • Ability to learn and understand insurance coverage fundamentals.
  • Strong written, oral, and interpersonal communication skills.
  • Dedication to meeting the expectations and requirements of coworkers and clients.
  • Problem-solving skills and the ability to find common ground in challenging situations.
  • Commitment to continuous learning and staying updated on industry trends, products, and technologies.
  • Strong organizational skills with the ability to prioritize tasks and manage workflow effectively.
  • Ability to work under close direction and deliver results in a timely manner.

#LI-MB6
#LI-JM1 

Personal Lines Customer Service Representative

Job Summary

Seeking a dedicated and experienced Personal Lines Customer Service Representative to join a remote team of professionals. The company specializes in personal lines insurance, with some commercial accounts. This role involves providing exceptional customer service, answering client inquiries, and supporting the clients with their insurance needs. If you have a background in an independent agency and are ready to contribute to a dynamic and collaborative team, we encourage you to apply.

Compensation Package

• Salary: $50,000 - $55,000 annually, based on experience and qualifications.

Responsibilities

• Provide outstanding customer service by addressing client inquiries and resolving issues promptly.
• Handle basic customer service representative tasks, including answering phone calls and assisting clients with their insurance needs.
• Support personal lines accounts, ensuring accuracy and efficiency in all client interactions.
• Collaborate with the team to maintain a high standard of service and contribute to the overall success of the company.

Qualifications/Requirements

• Licenses/Designations: Active 2044 or 220 license is required.
• Experience: Minimum of 3 years of experience in an independent insurance agency.
• Technical Skills: Proficiency in QQ Catalyst software is required.
• Soft Skills: Strong communication skills, attention to detail, problem-solving abilities, adaptability, and a customer-focused mindset.
• Work Environment: This is a fully remote position; candidates must have a reliable internet connection and a suitable home office setup.

#LI-KR1

Commercial Lines Insurance Processor

Job Summary

Seeking a detail-oriented and professional Commercial Lines Insurance Processor to join a team. This role is integral to supporting clients and ensuring the smooth operation of commercial insurance processes. Reporting directly to the Senior Account Manager, the successful candidate will work collaboratively with a team of eight professionals. This is a hybrid position, requiring in-office presence on Mondays and Wednesdays.

Compensation Package

• Salary Range: $70,000 - $85,000 (commensurate with experience)
• 401(k): 3% company match
• Comprehensive benefits package provided

Responsibilities

• Process policy changes and endorsements with accuracy and efficiency.
• Provide renewal support to ensure seamless client service.
• Prepare and issue certificates and evidence of insurance.
• Deliver administrative and client support to maintain high service standards.
• Communicate effectively with clients, carriers, and underwriters to address inquiries and resolve issues.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: Minimum of 5 years of relevant experience preferred for higher salary consideration.
• Technical Skills: Proficiency in AMS 360 software is required.
• Soft Skills:
  • Professional demeanor and communication skills.
  • Strong sense of accountability and reliability.
  • Ability to work collaboratively within a team environment.

#LI-BC2

Commercial Lines Technical Assistant

Job Summary

Seeking a detail-oriented and dedicated Commercial Lines Technical Assistant to join a team. This is an exciting opportunity to contribute to a growing team and support a mission of delivering exceptional service to clients. The position is onsite and offers a comprehensive benefits package.

Compensation Package

• Salary Range: $45,000 - $55,000 annually
• Benefits: Full benefits package, including a 401(k) plan
• Additional Perks: Profit-sharing plan after the first year

Responsibilities

As a Commercial Lines Technical Assistant, you will play a vital role in supporting the Commercial Lines team. Your responsibilities will include:

• Issuing standard certificates using approved agency templates and verifying certificate holder accuracy.
• Handling custom certificate wording and rush certificate requests.
• Auditing certificates for compliance and accuracy; resolving holder or carrier discrepancies.
• Accurately entering and updating policy data in AMS360.
• Processing endorsements, cancellations, reinstatements, audits, and other servicing transactions.
• Reviewing complex endorsements for coverage accuracy and form integrity.
• Supporting Account Managers during renewal cycles, including pulling loss runs and assisting with exposure analysis.
• Assisting with the preparation of quote summary templates when requested.
• Completing assigned processing tasks within designated turnaround times.
• Maintaining documentation and filing standards in accordance with agency procedures.

Qualifications/Requirements

To be successful in this role, you should meet the following qualifications:

• Licenses/Designations: Active 2-20 or 4-40 license is required.
• Experience: 2-3+ years of experience in a similar role.
• Technical Skills: Proficiency in AMS360 software is required.
• Education: High school diploma or equivalent; additional certifications or training in insurance is a plus.
• Soft Skills: Strong attention to detail, excellent organizational skills, ability to manage multiple tasks efficiently, effective communication skills, and a proactive approach to problem-solving.

#LI-ZS1

Commercial Lines Account Technician/Customer Service Representative (Entry-Level)

Job Summary

Seeking a motivated and detail-oriented Commercial Lines Account Technician/Customer Service Representative (CSR) to join a team. The ideal candidate will provide essential clerical support to the production teams, assist with administrative tasks, and contribute to the overall efficiency of the operations. This role offers an excellent opportunity for professional growth and development within a team-oriented environment.

Compensation Package

• Salary Range: $50,000 - $55,000 annually
• Benefits: Comprehensive benefits package, including 401(k)
• Work Environment: Fully in-office position
• Training: A structured training period will be provided to ensure your success in the role
• Additional Perks: Opportunity to grow within a well-established organization with a team-oriented culture

Responsibilities

• Provide clerical support to various production teams within the office
• Assist with print jobs, proposal binder preparation, and ordering loss runs
• Support application input into the Agency Management System (AMS360)
• Conduct Workers’ Compensation rating and other related tasks as needed
• Collaborate with team members to ensure smooth workflow and operational efficiency

Qualifications/Requirements

• Education & Experience:
  • 1-2 years of relevant experience preferred
  • Familiarity with AMS360 software is required
• Licenses/Designations: Property & Casualty (P&C) license preferred
• Skills & Attributes:
  • Strong organizational skills and attention to detail
  • Team player with a proactive, "go-getter" attitude
  • Ability to adapt and learn new processes quickly
  • Excellent communication and interpersonal skills
• Other Requirements:
  • Availability to work full-time in the office
  • Willingness to travel occasionally, if required

#LI-SS1
#INDTJG-PT