Job Description

Job Summary
The Commercial Lines Client Service Specialist (CSS) provides dedicated support to the client service manager in servicing a portfolio of mid-market commercial insurance accounts. This role is responsible for delivering timely quotations, managing routine policy transactions, and maintaining strong client relationships to ensure a high level of service and retention.

Responsibilities

• Assist the client service manager with daily servicing tasks for mid-market accounts
• Prepare and deliver quotes for new business and policy renewals
• Respond promptly to client inquiries regarding policy coverage, billing, and claims status
• Coordinate policy changes, endorsements, and cancellations in the agency management system
• Maintain accurate account files and documentation
• Collaborate with underwriters and internal teams to resolve coverage questions and obtain approvals
• Proactively identify opportunities to enhance client satisfaction and streamline service processes

Qualifications/Requirements

• Active Property & Casualty (P&C) insurance license
• Minimum of 3 years of commercial lines experience with mid-market accounts
• Strong verbal and written communication skills
• Excellent organizational abilities with acute attention to detail
• Proven ability to work effectively with a diverse range of clients and colleagues
• Self-starter who anticipates needs and takes initiative
• Empathetic approach to client service, demonstrating patience and professionalism under pressure
• Proficiency in standard office applications (e.g., Microsoft Office) and agency management systems

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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