Job Description

Commercial CSR

Job Summary

Seeking a dedicated and detail-oriented Commercial CSR to join a close-knit and well-established team. This role is pivotal in supporting a commercial department by handling back-end tasks such as Certificates of Insurance (COI), endorsements, policy changes, and day-to-day service needs. You will work closely with 1-2 account managers to ensure seamless operations and exceptional client service. This is a full-time, in-office position with the potential for one remote day per week after full training.

Compensation Package

• Salary Range: $52,000 - $60,000 annually
• Benefits Include: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Process endorsements, policy changes, and Certificates of Insurance (COI)
• Provide day-to-day service and support for commercial accounts
• Collaborate with account managers to ensure timely and accurate completion of tasks
• Maintain accurate records and documentation in the agency management system (Epic)
• Support a variety of accounts, including agriculture, construction, trucking, oil and gas, and captives, with account sizes ranging from $5,000 to $200,000

Qualifications/Requirements

• Education: High school diploma or equivalent
• Experience: Minimum of 2 years in the workforce; prior experience in insurance or financial services is a plus
• Licenses: Property & Casualty (P&C) license preferred but not required
• Technical Skills: Proficiency in Epic or similar agency management software is preferred
• Soft Skills: Strong communication skills, attention to detail, and a willingness to learn
• Work Environment: Full-time in-office role, with potential for one remote day per week after training

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