Job Description

Commercial and Personal Insurance CSR

Job Summary

A growing agency is seeking a customer-focused Commercial & Personal Insurance CSR to join their team. This integral position provides essential service and support functions, ensuring the smooth operation of the agency. Some key responsibilities include processing notices, endorsements, certificates, and audits, assisting with renewals, checking policies, and handling various service activities.

Responsibilities

• Assist in day-to-day account management.
• Address client inquiries, coverage, and policy questions promptly and professionally.
• Handle claims inquiries and facilitate the claims process for clients.
• Cultivate strong client relationships through regular communication and proactive support.
• Act as a reliable point of contact for clients, addressing their needs and concerns.
• Demonstrate a strong understanding of the underwriting process, including new and renewal business.

• Assist in providing quotes for new and renewal business, as needed.
• Maintain accurate and organized client files and documentation.

• Prepare and process policy endorsements, certificates of insurance, and other required documents.
• Assist with policy issuance and ensure all documentation complies with industry standards.
• Collaborate with the sales team to support client acquisition and retention efforts.
• Assist in identifying upsell and cross-sell opportunities for existing clients.
• Participate in the preparation of insurance proposals and presentations.
• Assist in assessing client risk profiles to recommend appropriate coverage options.
• Stay informed about industry regulations and compliance requirements.
• Ensure all client transactions and documentation adhere to industry standards and legal guidelines.
• Play a key role in client retention efforts by delivering exceptional service and building strong client loyalty.

Qualifications/Requirements

• Strong verbal and written communication skills to effectively interact with clients, carriers, and team members.
• Knowledge of various insurance coverages, policies, and terms.
• Experience in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
• Excellent written and verbal communication skills, with the ability to convey complex information clearly.
• Strong organizational and prioritization skills.
• Keen attention to detail when reviewing policies and documents.

• Holds an active Property and Casualty (P&C) Insurance License.
• Preferred Agency Management System Experience: EZLynx
• 1+ years of relevant insurance industry experience preferred.
• Previous experience in commercial and personal lines insurance and account management.
• Previous experience working with carriers such as Safeco, Travelers, or Hartford is preferred, but not required.

• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $50k-$60k (based 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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