Commercial CSR (P&C Licensed)

Are you passionate about serving others and building meaningful relationships? Do you take ownership of your work and believe that how you treat people matters? At our client, they're not just selling policies—they're protecting what matters most to their clients and their businesses.

Our client is looking for a Commercial Customer Service Representative who shares our commitment to excellence, integrity, and putting people first. (P&C license required)

What They Stand For

Their values aren't just words on a wall—they guide every interaction, every decision, and every relationship they build:

Faith in Action

They lead with compassion, kindness, and humility, inspired by their belief in serving others as Christ taught. Every interaction is an opportunity to reflect dignity, respect, and love. Whether with clients, team members, or our community, they foster a culture of care and support.

Integrity

They are honest, transparent, and deeply committed to doing what's right. Trust is earned through consistent actions, and they always prioritize the best interests of their clients and each other.

Extreme Ownership

They take full responsibility for their roles, results, and relationships. They follow through on their commitments, rise to challenges, and strive for excellence in everything they do. Own the process. Own your outcomes.

People Focused

They believe people are our greatest asset. By supporting the personal and professional growth of their team, they create a thriving workplace culture. They extend that same care to their clients through personalized solutions, exceptional service, and meaningful connections. They prioritize face-to-face meetings, phone calls over texts, and always treat others the way they'd want to be treated.

The Role

As a Commercial Customer Service Representative, you'll be the backbone of their client relationships. You'll work directly with business owners to service their commercial insurance needs, ensuring they feel supported and protected every step of the way.

What You'll Do

• Serve as the primary point of contact for commercial lines clients, handling policy questions, changes, and renewals
• Process certificates of insurance, endorsements, and policy documentation with accuracy and attention to detail
• Build genuine relationships with clients through proactive communication—picking up the phone instead of hiding behind email
• Collaborate with producers to support new business and retention efforts
• Navigate carrier systems and agency management software to maintain accurate client records
• Take ownership of problems and see them through to resolution—no passing the buck

Who You Are

• 2 years of commercial insurance experience (P&C license required)
• Someone who genuinely enjoys helping people and takes pride in exceptional service
• Detail-oriented with strong organizational skills—you don't let things fall through the cracks
• A clear communicator who prefers a phone call to a text message
• Someone who takes responsibility when things go wrong and celebrates when they go right
• Comfortable with technology and eager to learn new systems. Their agency utilizes state-of-the-art software and systems to service their customers. Knowing modern software and technology will be required. 



Why Join our Client?

• Be part of a growing agency where your contributions directly impact our success
• Work in a culture that genuinely values people over transactions
• Competitive compensation and benefits package
• Professional development opportunities and support for continuing education
• A team that supports your personal and professional growth