What are the responsibilities and job description for the Commercial Lines CSR position at Jobot?
Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!
Job details
This Jobot Job is hosted by Dana Stark
Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
Salary $55,000 - $60,000 per year
A Bit About Us
We are a non-profit organization serving the goals and needs of the independently employed across the U.S.
Why join us?
Our employees become a part of a firm that values relationships over transactions. We combine the resources and market access of a national broker with the personal touch and flexibility of a local agency. Employees benefit from a collaborative culture, opportunities for professional growth, and the ability to make a meaningful impact on clients and their businesses.
Job Details
The Commercial Lines CSR is responsible for providing exceptional customer service and support to clients and producers within the agency’s commercial insurance department. This role involves servicing existing commercial accounts, processing policy transactions, maintaining accurate records, and ensuring timely responses to client and carrier inquiries. The ideal candidate is detail-oriented, organized, and knowledgeable about commercial insurance coverages and procedures.
Key Responsibilities
Provide day-to-day servicing of commercial lines accounts, including processing endorsements, renewals, certificates, cancellations, and reinstatements.
Respond promptly and professionally to client inquiries regarding coverage, billing, claims, and policy details.
Prepare and issue Certificates of Insurance, Evidence of Property, Auto ID Cards, and related documentation.
Assist Account Managers and Producers in marketing new and renewal accounts, obtaining quotes, and comparing coverage options.
Review policies, audits, and endorsements for accuracy before delivery to clients.
Maintain up-to-date client information in the agency management system (e.g., Epic, AMS360, Sagitta, HawkSoft).
Follow up on outstanding items such as policy issuance, endorsements, and carrier correspondence.
Collaborate with underwriters, carriers, and internal team members to ensure seamless account management.
Support claims handling by submitting first notices of loss and assisting clients through the claims process.
Ensure compliance with agency standards, workflows, and industry regulations.
Qualifications
Minimum 1-2 years of commercial insurance experience (CSR or Account Assistant role preferred).
Active 4-40 License (required or must be obtained within a specified period).
Strong knowledge of commercial insurance products, including General Liability, Property, Auto, Workers’ Compensation, and Umbrella.
Proficiency with Microsoft Office Suite and agency management systems (e.g., Epic, AMS360, Vertafore, or similar).
Excellent organizational skills and attention to detail.
Strong written and verbal communication skills with a client-focused mindset.
Ability to multitask and manage multiple accounts in a fast-paced environment.
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here jobot.com/privacy-policy
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Job details
This Jobot Job is hosted by Dana Stark
Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
Salary $55,000 - $60,000 per year
A Bit About Us
We are a non-profit organization serving the goals and needs of the independently employed across the U.S.
Why join us?
Our employees become a part of a firm that values relationships over transactions. We combine the resources and market access of a national broker with the personal touch and flexibility of a local agency. Employees benefit from a collaborative culture, opportunities for professional growth, and the ability to make a meaningful impact on clients and their businesses.
Job Details
The Commercial Lines CSR is responsible for providing exceptional customer service and support to clients and producers within the agency’s commercial insurance department. This role involves servicing existing commercial accounts, processing policy transactions, maintaining accurate records, and ensuring timely responses to client and carrier inquiries. The ideal candidate is detail-oriented, organized, and knowledgeable about commercial insurance coverages and procedures.
Key Responsibilities
Provide day-to-day servicing of commercial lines accounts, including processing endorsements, renewals, certificates, cancellations, and reinstatements.
Respond promptly and professionally to client inquiries regarding coverage, billing, claims, and policy details.
Prepare and issue Certificates of Insurance, Evidence of Property, Auto ID Cards, and related documentation.
Assist Account Managers and Producers in marketing new and renewal accounts, obtaining quotes, and comparing coverage options.
Review policies, audits, and endorsements for accuracy before delivery to clients.
Maintain up-to-date client information in the agency management system (e.g., Epic, AMS360, Sagitta, HawkSoft).
Follow up on outstanding items such as policy issuance, endorsements, and carrier correspondence.
Collaborate with underwriters, carriers, and internal team members to ensure seamless account management.
Support claims handling by submitting first notices of loss and assisting clients through the claims process.
Ensure compliance with agency standards, workflows, and industry regulations.
Qualifications
Minimum 1-2 years of commercial insurance experience (CSR or Account Assistant role preferred).
Active 4-40 License (required or must be obtained within a specified period).
Strong knowledge of commercial insurance products, including General Liability, Property, Auto, Workers’ Compensation, and Umbrella.
Proficiency with Microsoft Office Suite and agency management systems (e.g., Epic, AMS360, Vertafore, or similar).
Excellent organizational skills and attention to detail.
Strong written and verbal communication skills with a client-focused mindset.
Ability to multitask and manage multiple accounts in a fast-paced environment.
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here jobot.com/privacy-policy
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Salary : $55,000 - $60,000
Commercial Lines Marketing Executive
HUB International and Careers -
Fort Myers, FL
Commercial Lines Account Manager
The Jonus Group -
Naples, FL
Senior Account Manager - Commercial Lines
Insurance Office of America -
Lehigh Acres, FL