Summit Insurance Group is looking for a licensed Commercial Insurance Customer Service Representative to join our team and support marketing and remarketing commercial clients.

Summit Insurance Group, Inc. is a professional, family-run insurance agency proudly serving our community since 1995 with excellence and has recently received Great Place To Work Certification. As an award-winning independent insurance agency, we specialize in providing personalized insurance solutions to businesses, families, and individuals.

Our mission is to safeguard what matters most to our clients by offering comprehensive insurance coverage tailored to their unique needs and building lasting relationships through trust, expertise, and exceptional customer service.

Commercial Insurance Customer Service Representative Benefits

• Comprehensive training programs and continuous professional development opportunities.
• A variety of reputable carriers to proactive shop and retain your relationships.
• Close-knit and supportive team environment with experienced colleagues and management.
• Health with generous cost sharing, dental, and retirement benefits.
• Recognition and advancement opportunities based on performance.
• Option of working from home two days a week in the future.

Commercial Insurance Customer Service Representative Requirements

• Two years of commercial business insurance CSR / account management experience preferred
• Associate’s degree or higher
• Active Property and Casualty License
• Personal integrity and team player mentality
• Live within 25 miles of the office
• Relationship builder who enjoys selling great products to protect clients and their assets
• Excellent interpersonal and communication skills, both written and verbal
• Strong customer-centric approach and ability to build rapport with clients
• Ability to excel in a fast-paced environment.
• Strong organizational and time management skills
• Keen sense of urgency and attention to detail
• Proficient in using CMS software familiarity with HawkSoft/other agency programs

Commercial Insurance Customer Service Representative Responsibilities

• Client Support: Provide top-notch customer service by responding to client inquiries, addressing concerns, and assisting with policy-related questions. Verify accuracy and order / issue binders, certificates, policies, endorsements to deliver to clients.
• Policy Management: Handle day-to-day management of commercial insurance policies: policy issuance, renewals, endorsements, and cancellations.
• Claims Assistance: Assist clients in reporting and managing insurance claims, serving as a liaison to expedite claim resolution.
• Documentation: Maintain accurate and updated client records, policy documentation, ensuring compliance with regulatory requirements.
• Quote Generation: Prepare insurance quotes for potential clients, assessing their risk profiles and recommending appropriate coverage options.
• Policy Research: Stay updated on industry trends, insurance products, regulatory changes to provide clients with informed advice and guidance.
• Client Education: Educate clients about their insurance policies, coverage limits, and any exclusions, helping them make informed decisions about their coverage.

Offers of employment are contingent on passing a background check.

Why Choose Summit Insurance Group, Inc.

• Family Values: We are more than just an agency; we are a family. Our commitment to these values permeates everything we do, from our interactions with clients to how we support each other as a team.
• Experience: With over a quarter-century of experience, our team possesses deep industry knowledge and insights that enable us to guide our clients towards the best insurance decisions.
• Independence: As an independent insurance agent, we have the freedom to work with a diverse range of reputable insurance providers. This ensures that our clients receive tailored coverage at competitive prices.
• Community Focus: We take great pride in being an integral part of our local community. Our dedication to community engagement and support sets us apart as a trusted partner in safeguarding our neighbors' futures.
• Award-Winning Excellence: Our commitment to excellence has earned us recognition within the industry and numerous awards for our exceptional service and dedication to our clients

Job Type: Full-time

Pay: $50,000.00 - $70,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off

Supplemental pay types:

• Bonus opportunities

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Application Question(s):

• Why are you interested in this role/this company?

License/Certification:

• Property & Casualty License (Required)

Ability to Commute:

• Huntersville, NC 28078 (Preferred)

Work Location: In person