Commercial Lines CSR - Hybrid

Job Description

Commercial Lines Customer Service Representative – Small Business

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Customer Service Representative – Small Business to join a team. This role is integral in supporting our agency sales team and ensuring the seamless management of small business renewals. The ideal candidate will have a strong background in commercial lines insurance, excellent customer service skills, and the ability to thrive in a hybrid work environment. This position offers an exciting opportunity to contribute to the success of the clients and the agency by delivering exceptional service and maintaining high-quality standards.

Compensation Package

• Position Type: Full-time, Hybrid (1 day work-from-home on Tuesday or Thursday)
• Location: Edmond, Moore (OKC suburbs), or Tulsa
• Compensation: Hourly rate equivalent to an annual salary of approximately $57,000 to $63,000, based on experience and qualifications.
  
  

Responsibilities

As a Commercial Lines Customer Service Representative – Small Business, your key responsibilities will include:

• Servicing the Commercial Lines Book of Business:
• Processing endorsements, billing, and payments.
• Handling claims and creating new/renewal business submissions.
• Ordering loss runs, experience modifiers, and assisting with supplemental applications.
• Issuing certificates, evidence of insurance, auto ID cards, and binders.
• Checking and mailing out policies, creating proposals, and tracking cancellations and audits.
• Managing bonds and other related tasks.
• Renewal Management:
• Optimizing small business renewals by managing the renewal process and maintaining strong client relationships.
• Remarketing:
• Identifying and executing remarketing opportunities for clients.
• Quoting Account Rounds:
• Providing quotes for existing commercial lines business.
• Staying Updated:
• Keeping up-to-date with carrier updates and underwriting information to ensure compliance and accuracy.
  

Qualifications/Requirements

To be successful in this role, candidates should meet the following qualifications:

• 3-5 years of experience in commercial lines insurance (preferred).
• Proficiency in EPIC software is a plus but not required.
• Strong organizational and time-management skills.
• Excellent communication and interpersonal skills to build and maintain client relationships.
• Ability to work independently and collaboratively in a hybrid work environment.
• Detail-oriented with a commitment to delivering high-quality service.