What are the responsibilities and job description for the Commercial Lines CSR position at Cardinal Insurance Group?
Job Overview
f youre an experienced professional whos great with clients but also enjoys working part time from home, thrives in an organized office environment, and is tired of being overworked or undervalued you might be a perfect fit for Cardinal Insurance Group.
Were a growing, established, locally owned independent agency in Traverse City with a strong reputation, loyal clients, and a supportive culture. We are looking for a full-time CSR (Personal Lines, Commercial Lines, or Cross-Trained) who brings maturity, stability, and real-world experience.
You do not need prior insurance agency experience to apply, but you must have significant professional experience in a detail-heavy, client-facing field such as:
Mortgage Processing or Loan Officer Assistant
Medical Office Billing / Insurance Verification
Automotive Title Clerk or F&I Office
Banking / Credit Union roles
Professional Management
Experienced Administrative or Compliance Roles
These backgrounds translate extremely well into insurance. We will train you on the specifics you bring the professionalism, accuracy, and client focus.
Salary Range: $45,000.00 - $65,000.00 per year
Benefits
Annual Base Salary Commission Bonus Opportunities
Paid Time Off (PTO)Work from Home
Flexible Schedule
Health Insurance
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Evenings Off
Requirements
Minimum 35 years of professional office experience in a detail-heavy, client-facing role
(mortgage processing, banking, medical billing/insurance verification, automotive title/Office management, administrative coordination, etc.)
Strong organizational skills and the ability to manage multiple tasks without chaos
Excellent written and verbal communication skills
Solid computer proficiency (email, PDFs, management systems, comfortable learning new software)
High level of accuracy and attention to detail
Professionalism, reliability, and good judgment
Positive, steady personality calm under pressure
Ability to work in-office MondayFriday in Traverse City
Desire for a long-term, stable position
Nice-to-Have (Not Required)
Prior insurance agency experience
P&C license (we will pay to help you get licensed if you dont have it)
Experience with servicing personal lines, commercial lines, or both
Familiarity with insurance carriers, underwriting, or compliance processes
Responsibilities
Support clients by phone and email with policy changes, questions, and updates
Handle renewals, billing inquiries, ID cards, certificates, and documentation
Communicate with carriers and underwriters
Ensure accuracy in files, applications, and follow-ups
Work closely with a small, friendly team who truly cares about clients
NO: Cold calling
High-pressure sales
Scripts or quotas
Toxic office politics
Nights or weekends
Being treated like a number
This is a stable, MondayFriday role in a calm, respectful environment and with the ability to work a maximum of 3 days a week from home.
About Us
Cardinal Insurance Group was started in 2004 by a licensed agent who believed that owning an insurance agency should be about more than just placing policies and collecting premiums. Cardinal Insurance is in business to take care of people, and insurance protection is just one of the ways we do that. We are committed to taking care of our coworkers, clients, community and company partners. As a locally owned business, we are active with our own annual events including Reverse Trick or Treat, Make A Wish wish granting and a Cardinal Christmas day of giving.
Salary : $45,000 - $65,000