Job Description
Job Summary
We are seeking a dynamic and customerfocused 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 followup ensuring timely and satisfactory resolution.
- Proactively identify opportunities for account rounding and crossselling 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 longlasting 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.
- Detailoriented with excellent organizational and time management abilities.
- Proficiency in using computer systems and software including insurancespecific 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 solutionoriented 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 employers discretion.
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