Job Description

Senior Commercial Lines CSR

Job Summary

Established insurance agency is seeking a Senior Commercial Lines CSR to support the commercial department. This role partners closely with Account Executives and Producers to provide high-quality client service, assist with account retention, and support daily service operations. The position offers a collaborative team environment with exposure to a variety of commercial accounts.

Responsibilities

• Support Account Executives with day-to-day servicing of commercial accounts
• Respond to client inquiries regarding policies, coverage, and billing
• Assist with policy quoting, binding, issuing, and marketing for new and renewal business
• Identify account rounding opportunities and recommend additional coverage when appropriate
• Maintain accurate documentation within agency management software
• Provide administrative and back-office support to the commercial team
• Input and update account information within internal systems
• Collaborate with Producers and service team members to ensure client needs are met
• Participate in special projects and departmental assignments as needed

Qualifications/Requirements

• Minimum 3 years of experience working with an independent brokerage or agency
• Holds an active P&C (Property and Casualty) insurance license
• Experience working in a team-based environment
• Strong client-facing customer service skills
• Experience with data entry and online quoting platforms
• Ability to manage multiple priorities and solve problems independently
• College degree preferred, but not required

Compensation Package

• Base salary: $85,000 – $95,000 annually
• Commission opportunities
• Bonus potential
• Hybrid work flexibility

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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