Job Description

Commercial CSR

Job Summary

Seeking a dedicated and detail-oriented Commercial Customer Service Representative (CSR) to join a team. This role is integral to providing exceptional service to a clients and ensuring smooth operations within a organization. The ideal candidate will bring expertise in Property & Casualty (P&C) insurance, a strong customer service background, and a proactive approach to problem-solving.

Compensation Package

• Salary Range: $54,000 - $62,000 annually, commensurate with experience.
• Benefits:
  • 100% employee-owned company with an Employee Stock Ownership Plan (ESOP).
  • ESOP contributions equating to a 19% employee match, fostering financial growth
  • Comprehensive benefits package designed to support your well-being and professional growth.

Responsibilities

• Serve as the primary point of contact for commercial clients, addressing inquiries and resolving issues promptly and professionally.
• Manage and maintain client accounts, ensuring accuracy and compliance with company policies and industry regulations.
• Utilize software tools such as Epic and Pipe Drive to track and manage client interactions and account details.
• Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
• Support the sales team by identifying opportunities for account growth and cross-selling additional services.
• Participate in regular team meetings and contribute to process improvement initiatives.

Qualifications/Requirements

• Licensure/Designations: Active Property & Casualty (P&C) license required.
• Experience:
  • Preferred: 2+ years of experience in a similar role within the insurance industry.
  • Familiarity with managing commercial accounts is highly desirable.
• Technical Skills: Proficiency in Epic and Pipe Drive software is preferred.
• Strong communication and interpersonal skills, with the ability to build and maintain client relationships.
• Detail-oriented with excellent organizational and time-management abilities.
• Self-motivated and capable of working both independently and collaboratively in a team environment.

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