Job Description

Commercial Lines Customer Service Representative

Job Summary

An established agency is seeking a Commercial Lines Customer Service Representative to join their team! This position is pivotal in delivering exceptional service to commercial insurance clients. Responsibilities include managing client accounts, addressing inquiries, processing policy changes, and assisting with claims. Ideal candidates will have a strong background in commercial insurance, excellent communication skills, and a commitment to providing top-tier customer support. This role demands meticulous organization and the ability to thrive in a dynamic environment, collaborating closely with account managers, underwriters, and team members to ensure client satisfaction and retention.

Responsibilities

• Address inquiries and requests from commercial insurance clients via phone, email, or in-person.
• Manage and process commercial insurance policies.
• Aid clients in submitting claims, providing updates on claim status, and resolving issues with adjusters or underwriters.
• Maintain consistent client communication regarding policy changes and billing updates.
• Prepare, review, and file insurance documents accurately, adhering to industry regulations.
• Resolve client concerns by collaborating with underwriters, brokers, or relevant departments for timely solutions.
• Ensure compliance with regulatory requirements, agency policies, and industry standards in client interactions.
• Cultivate strong client relationships to enhance retention and satisfaction.
• Update client information and policy details within the company’s database and CRM system.
• Collaborate closely with underwriters, agents, and internal teams to streamline commercial policy processes.
• Provide clients with billing details, payment options, and assist in resolving payment-related inquiries.

Qualifications / Requirements

• Minimum of 2-3 years of customer service experience in commercial insurance is required.
• Experience in policy management, quoting, or claims handling in commercial insurance is preferred.
• Strong interpersonal and communication skills – both verbal and written.
• Proficiency in Microsoft Office Suite and related products.
• Ability to establish and maintain effective relationships with peers and clients.
• Holds an active Property and Casualty (P&C) Insurance License – preferred.
• Preferred Agency Management System Experience: Applied Epic
• Previous experience in commercial lines insurance and account management preferred.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $18-$20 per hour (depending on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.

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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