Job Description

Job Summary
We are seeking a Commercial Lines CSR to join a collaborative and client-focused team. This role involves servicing existing commercial insurance accounts, supporting new business efforts, and maintaining strong client relationships. The ideal candidate is detail-oriented, responsive, and able to navigate policy changes, coverage questions, and renewal processes in a fast-paced environment.

Responsibilities

• Assist clients with policy changes, billing inquiries, and general service needs
• Maintain electronic records and documentation for client accounts
• Respond to client requests via phone, email, and mail in a timely and professional manner
• Facilitate the claims process, including reporting, carrier communication, and follow-up to ensure a smooth experience for the client
• Use each client interaction as an opportunity to review coverage and identify cross-sell opportunities

• Pre-qualify new business opportunities in line with agency standards
• Educate clients on policy coverage, exclusions, and options based on their needs
• Prepare proposals and complete insurance applications in coordination with producers
• Submit applications to appropriate carriers and follow up on pending quotes or issued policies
• Support lead generation and referral outreach efforts
• Occasional travel may be required for client visits or industry events

• Manage the renewal process by remarketing policies, verifying accuracy, and creating renewal proposals
• Coordinate closely with producers to ensure client needs are met and policies are renewed on time
• Maintain strong relationships with clients to support long-term retention and account growth

Qualifications/Requirements

• Associate or Bachelor’s degree preferred
• Active Property & Casualty license preferred
• Previous insurance or customer service experience is a plus
• Strong communication skills, both written and verbal, with the ability to explain insurance-related concepts clearly
• Highly organized with the ability to manage multiple tasks and deadlines
• Proficient in using agency management systems and standard computer applications
• Dependable and professional with a client-first mindset

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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