Job Description

Job Title: Commercial Lines Customer Service Representative (CSR)

Job Summary

A growing insurance agency is seeking a Commercial Lines Customer Service Representative to provide essential support to account managers overseeing a diverse book of business. This position plays a key role in ensuring smooth back-end operations and high-quality service for clients across a wide range of industries and account sizes.

Responsibilities

• Process certificates of insurance, policy endorsements, and ID cards
• Conduct policy checks and update client records in the agency management system
• Support account managers with documentation and service tasks
• Handle various back-end service functions accurately and efficiently
• Maintain organized records and internal communication for client files
• Assist with renewal and policy change preparation as needed

Qualifications/Requirements

• Minimum 2 years of independent agency experience with a focus on commercial lines
• Experience servicing accounts ranging from small to large
• Proficiency with Epic or similar agency management systems
• P&C license preferred
• Strong attention to detail, organizational skills, and service mindset
• Ability to manage multiple tasks and provide support in a fast-paced team 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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