Job Description

Commercial Lines Customer Service Representative

Job Summary

A highly motivated and detail-oriented Commercial Lines Customer Service Representative (CSR) is needed to provide superior customer service and support to clients in the commercial insurance sector. The ideal candidate will possess exceptional communication, organizational, and problem-solving skills and thrive in a fast-paced environment. This role offers an excellent opportunity to contribute to a dynamic team while growing a career in the commercial insurance industry.

Responsibilities

• Serve as the primary contact for commercial clients, handling inquiries, concerns, and requests with professionalism and efficiency.
• Process policy changes, renewals, endorsements, and cancellations in a timely manner.
• Provide accurate policy information to clients and explain coverage, exclusions, and other important policy details in a clear, understandable way.
• Collaborate with insurance carriers and underwriters to resolve client issues and ensure timely processing of requests.
• Handle billing questions, payment processing, and account reconciliations for clients.
• Maintain up-to-date client records by entering and updating information in agency management systems.
• Proactively identify opportunities to enhance customer satisfaction and retention.
• Ensure compliance with insurance regulations, company policies, and ethical standards.
• Stay current with industry trends, insurance products, and policy updates to better serve clients.

Qualifications/Requirements

• Education: High school diploma or equivalent required; Associate’s degree or higher in related fields is a plus.
• Experience: Prior experience in commercial insurance or customer service roles strongly preferred.
• Licensing: Active Property & Casualty (P&C) insurance license or willingness to obtain one within the first 90 days of employment.
• Skills:
  • Strong verbal and written communication skills.
  • Excellent organizational and multitasking abilities.
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with agency management systems or CRM platforms.
  • Ability to analyze and solve problems effectively.
  • High attention to detail and accuracy when handling client accounts.
• Attitude: A proactive, positive attitude with a genuine commitment to exceptional customer service.
• Teamwork: Ability to work collaboratively in a team environment while also capable of managing individual responsibilities.
• Adaptability: Comfortable working in a fast-paced, ever-evolving environment.

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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