Commercial Lines CSR

Job Description

Commercial Lines Customer Service Representative (CSR)

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Customer Service Representative (CSR) to join a dynamic team. The ideal candidate will excel at providing exceptional customer service and support for commercial clients by managing insurance accounts, addressing client inquiries, and maintaining long-term client relationships. This role is an excellent opportunity for a motivated individual who thrives in a fast-paced, collaborative environment and is passionate about delivering solutions to meet client needs.

Responsibilities

• Provide outstanding customer service by addressing inquiries, resolving issues, and ensuring client satisfaction on all commercial lines accounts.
• Assist with the management of client accounts, including policy renewals, changes, endorsements, and cancellations in a timely and accurate manner.
• Collaborate with Account Managers and Producers to prepare quotes, proposals, and other client-facing documents to support business growth efforts.
• Maintain accurate and organized client records, data entry, and account-related documentation in compliance with company and industry standards.
• Serve as a key point of contact for commercial clients, ensuring their needs are met and fostering strong working relationships.
• Stay informed about industry trends, insurance products, and any changes to laws or regulations that may impact clients.
• Proactively identify cross-sell opportunities and assist in upselling relevant insurance products to meet client needs.
  
  

Qualifications/Requirements

• 2 years of experience in commercial insurance or customer service, with a strong understanding of policy coverages and industry practices.
• Strong organizational skills and attention to detail, ensuring accuracy in all aspects of client account management.
• Exceptional verbal and written communication skills, with the ability to clearly explain policies and service offerings to diverse clients.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook), and familiarity with insurance agency management systems (e.g., AMS360, Applied Epic) is a plus.
• Demonstrated ability to work effectively in a team-oriented environment while also managing individual tasks and deadlines independently.
• Holds an active P&C (Property and Casualty) insurance 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.