Commercial Lines CSR

Position Overview

The Commercial Lines CSR is responsible for supporting account managers and producers in servicing a book of commercial insurance business. This role focuses on delivering excellent client service, ensuring accuracy in policy handling, and maintaining strong relationships with both clients and carrier partners.

This position is also responsible for handling routine service tasks, maintaining organized client files, and developing foundational knowledge of commercial insurance. It is ideal for someone who is detail-oriented, responsive, and thrives in a fast-paced environment.

Key ResponsibilitiesClient Service & Support

• Serve as a primary day-to-day contact for commercial clients
• Respond to client requests including certificates, policy changes, billing questions, and coverage inquiries
• Deliver prompt, accurate, and professional communication via phone and email
• Build and maintain strong client relationships to support retention goals

Policy Processing & Administration

• Process endorsements, cancellations, reinstatements, and renewals
• Issue certificates of insurance (COIs), evidence of property, and auto ID cards accurately and on time
• Review policies for accuracy and completeness
• Assist with the account cancellation process at the direction of the Account Manager
• Process loss run requests as directed by the Account Manager
• Assist with invoicing, billing, and premium finance agreements

Agency Management

• Maintain accurate and up-to-date client records in AMS360
• Ensure policies are attached and premiums are entered correctly
• Verify that applications and other relevant documents are complete
• Review the daily download report and ensure downloads are accurate; update descriptions and reclassify new business to rewrite as needed
• Check the download inbox in AMS360 daily and reassign policies as needed
• Review non-pay notices; reach out to clients by phone and move them through the appropriate stages in the non-pay pipeline in Agency Zoom
• Keep the renewal workbook current with all renewals for the next 120 days

Carrier Interaction

• Communicate with insurance carriers to obtain quotes, process changes, and resolve issues
• Follow up on outstanding items such as underwriting requests or pending endorsements

Account Management Support

• Assist Account Managers with renewal preparation, marketing submissions, and applications
• Help gather underwriting information and support remarketing efforts as needed
• Support multiple Account Managers and contribute to agency retention goals

Compliance & Documentation

• Document all client and carrier interactions according to agency standards
• Ensure all documentation meets agency and regulatory requirements
• Maintain organized and complete electronic files

Qualifications

• Active Property & Casualty (P&C) license, or ability to obtain within 60–90 days
• 1–3 years of experience in commercial insurance (preferred)
• Experience in an independent agency environment is a plus
• Familiarity with agency management systems (AMS360, Applied Epic, or similar)
• Tech-savvy: proficient with MS Office, CRM platforms, Zoom, AI assistants, and similar tools

Core Competencies

• Strong attention to detail and accuracy
• Excellent written and verbal communication skills
• Ability to prioritize and manage multiple tasks simultaneously
• Problem-solving mindset and resourcefulness
• Team-oriented with a genuine willingness to support others
• Sense of urgency and consistent follow-through

Pay: $55,000.00 - $60,000.00 per year

Work Location: Hybrid remote in West Chester, PA 19380

Salary : $55,000 - $60,000