Commercial Lines CSR
Commercial Lines CSR
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Job Description
Job Summary
We are seeking a Commercial Lines CSR to join a collaborative and client-focused team. This role involves servicing existing commercial insurance accounts supporting new business efforts and maintaining strong client relationships. The ideal candidate is detail-oriented responsive and able to navigate policy changes coverage questions and renewal processes in a fast-paced environment.
Responsibilities
- Assist clients with policy changes billing inquiries and general service needs
- Maintain electronic records and documentation for client accounts
- Respond to client requests via phone email and mail in a timely and professional manner
- Facilitate the claims process including reporting carrier communication and follow-up to ensure a smooth experience for the client
- Use each client interaction as an opportunity to review coverage and identify cross-sell opportunities
- Pre-qualify new business opportunities in line with agency standards
- Educate clients on policy coverage exclusions and options based on their needs
- Prepare proposals and complete insurance applications in coordination with producers
- Submit applications to appropriate carriers and follow up on pending quotes or issued policies
- Support lead generation and referral outreach efforts
- Occasional travel may be required for client visits or industry events
- Manage the renewal process by remarketing policies verifying accuracy and creating renewal proposals
- Coordinate closely with producers to ensure client needs are met and policies are renewed on time
- Maintain strong relationships with clients to support long-term retention and account growth
Qualifications/Requirements
- Associate or Bachelors degree preferred
- Active Property & Casualty license preferred
- Previous insurance or customer service experience is a plus
- Strong communication skills both written and verbal with the ability to explain insurance-related concepts clearly
- Highly organized with the ability to manage multiple tasks and deadlines
- Proficient in using agency management systems and standard computer applications
- Dependable and professional with a client-first mindset
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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Employment Type
Full-Time
