Job Description

Commercial Lines Customer Service Representative – Small Business

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Customer Service Representative – Small Business to join a team. This role is integral in supporting the agency sales team and ensuring the seamless management of small business renewals. The ideal candidate will have a strong background in commercial lines insurance, excellent customer service skills, and the ability to thrive in a hybrid work environment. This position offers an exciting opportunity to contribute to the success of an agency by delivering exceptional service and maintaining high-quality standards.

Compensation Package

• Compensation: Hourly rate equivalent to an annual salary of approximately $57,000 to $63,000, based on experience and qualifications.

Responsibilities

As a Commercial Lines Customer Service Representative – Small Business, your key responsibilities will include:

• Servicing the Commercial Lines Book of Business:

  • Processing endorsements, billing, and payments.
  • Handling claims and creating new/renewal business submissions.
  • Ordering loss runs, experience modifiers, and assisting with supplemental applications.
  • Issuing certificates, evidence of insurance, auto ID cards, and binders.
  • Checking and mailing out policies, creating proposals, and tracking cancellations and audits.
  • Managing bonds and other related tasks.

• Renewal Management:

  • Optimizing small business renewals by managing the renewal process and maintaining strong client relationships.

• Remarketing:

  • Identifying and executing remarketing opportunities for clients.

• Quoting Account Rounds:

  • Providing quotes for existing commercial lines business.

• Staying Updated:

  • Keeping up-to-date with carrier updates and underwriting information to ensure compliance and accuracy.

Qualifications/Requirements

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

• 3-5 years of experience in commercial lines insurance (preferred).
• Proficiency in EPIC software is a plus but not required.
• Strong organizational and time-management skills.
• Excellent communication and interpersonal skills to build and maintain client relationships.
• Ability to work independently and collaboratively in a hybrid work environment.
• Detail-oriented with a commitment to delivering high-quality service.

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