Commercial Lines CSR

Job Description

Job Summary

We are seeking a dynamic and customer-focused Commercial Lines Customer Service Representative (CSR) to join our team. The Commercial Lines CSR will play a key role in providing excellent service to our commercial insurance clients. This individual will be responsible for handling inquiries, processing policy changes, and assisting clients with their insurance needs.

Responsibilities

• Act as the primary point of contact for commercial insurance clients, addressing inquiries and providing information regarding policies and coverage.
• Process policy changes, including endorsements, certificates of insurance, and renewals, accurately and efficiently.
• Collaborate with the sales and underwriting teams to ensure seamless customer experience and provide support as needed.
• Assist clients with claims processing and follow-up, ensuring timely and satisfactory resolution.
• Proactively identify opportunities for account rounding and cross-selling additional products or coverages.
• Maintain accurate and organized client files and documentation, adhering to industry regulations and best practices.
• Uphold a commitment to providing exceptional customer service and building strong, long-lasting client relationships.
• Stay informed about industry trends, market changes, and insurance products to better serve clients and contribute to the success of the team.
  
  

Qualifications/Requirements

• High school diploma or equivalent; further education or industry certifications preferred.
• Proven experience in a customer service role, ideally within the insurance industry or related field.
• Strong communication skills, both written and verbal, with the ability to effectively interact with diverse clientele.
• Detail-oriented with excellent organizational and time management abilities.
• Proficiency in using computer systems and software, including insurance-specific platforms and Microsoft Office applications.
• Knowledge of commercial insurance products, coverages, and regulations is a plus.
• Ability to work independently and as part of a team, demonstrating flexibility and a positive, solution-oriented attitude.
• Holds an active P&C (Property and Casualty) License.
  
  

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.