Job Description

Senior Commercial Lines CSR

Job Summary

Seeking a highly skilled and experienced Senior Commercial Lines Customer Service Representative (CSR) to join a team. This role is ideal for a professional who thrives in a collaborative environment and is passionate about delivering exceptional service to clients. While this is not a leadership role, there is potential for growth into a Team Lead or Commercial Lines Service Manager position for candidates who demonstrate leadership capabilities and a desire to advance.

The ideal candidate will have a strong background in commercial insurance, particularly in servicing churches, non-profits, and faith-based organizations. Experience with Applied Epic is essential, and familiarity with Erie Insurance is a significant advantage. This position offers a hybrid work arrangement, with a preference for candidates located within 45 minutes of the Harrisburg/Mechanicsburg area.

Compensation Package

• Salary Range: $85,000 - $95,000 annually (flexible up to $100,000 - $105,000 for candidates with Team Lead or Service Manager experience).
• Benefits:
  • 100% employer-paid health insurance for employees (partial coverage for dependents).
  • 3% IRA match.
  • Paid Time Off (PTO): Starts at 10-11 days, with a maximum of 25 days (negotiable to start at 15-16 days).
• Additional Perks:
  • Commission opportunities for candidates with a sales component.
  • Hybrid work flexibility (2-3 days in-office preferred).
  • Fully remote option available for exceptional candidates.

Responsibilities

• Manage and service a book of commercial lines business, primarily focused on churches, non-profits, and faith-based organizations.
• Handle Certificates of Insurance (COIs), policy change requests, vehicle additions, account renewals, and Acord submissions as required.
• Collaborate with producers who handle on-the-ground client interactions, while managing back-office servicing tasks.
• Utilize Applied Epic to process and manage workflows efficiently.
• Provide occasional training and guidance to team members on Epic and best practices.
• Contribute to a team-oriented approach to servicing accounts, ensuring smooth workflow and communication.

Qualifications/Requirements

• Experience:
  • Extensive experience in commercial lines insurance, with a focus on servicing churches, non-profits, and faith-based organizations.
  • Applied Epic experience is mandatory.
  • Erie Insurance experience is a significant plus.
  • Non-profit insurance experience is highly desirable.
• Skills:
  • Strong organizational and multitasking abilities.
  • Excellent communication and interpersonal skills, with the ability to foster collaboration within the team.
  • Proficiency in handling COIs, policy changes, renewals, and Acord submissions.
• Location:
  • Preference for candidates within 45 minutes of Harrisburg/Mechanicsburg, PA.
  • Hybrid work arrangement (2-3 days in-office) preferred, but fully remote candidates will be considered if highly qualified.
• Other:
  • Comfortable working with faith-based organizations, though a personal faith background is not required.
  • Willingness to participate in a virtual interview followed by an in-person meeting.

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