Commercial CSR
Commercial CSR
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Job Description
Seeking an experienced Commercial Lines Customer Service Representative (CSR) to join a dynamic insurance agency. The ideal candidate will have a strong background in servicing small and mid-market commercial accounts with a focus on small market clients. Previous independent agency experience is essential. This role focuses primarily on client service with some internal sales responsibilities such as cross-selling and upselling. A Property & Casualty (P&C) license is required.
- Provide exceptional service to small and mid-market commercial clients addressing inquiries processing policy changes and resolving issues promptly.
- Manage policy renewals endorsements cancellations and certificates of insurance.
- Act as the primary point of contact for clients ensuring high satisfaction and retention.
- Coordinate with carriers underwriters and clients to ensure accurate policy documentation and timely service delivery.
- Utilize agency management software to manage client accounts track interactions and maintain accurate records.
- Identify opportunities for cross-selling and upselling additional coverages to existing clients to meet their evolving needs.
- Assist producers with preparing quotes proposals and other sales-related materials for small and mid-market accounts.
- Provide support during the new business onboarding process ensuring a seamless transition for clients.
- Maintain compliance with agency and carrier standards ensuring all documentation meets regulatory requirements.
- Process premium payments audits and claims coordination as needed.
- Stay updated on industry trends carrier products and regulatory changes to provide informed recommendations to clients.
- Active Property & Casualty (P&C) insurance license.
- Minimum of 2-3 years of experience as a CSR in a commercial lines insurance agency.
- Proficiency with HawkSoft agency management software - preferred.
- Proven experience servicing small market commercial accounts; some mid-market experience preferred.
- Strong customer service skills with excellent communication (verbal and written) and interpersonal abilities.
- Detail-oriented with strong organizational and multitasking skills.
- Ability to work onsite full-time and collaborate effectively in a team environment.
- Demonstrated ability to cross-sell or upsell insurance products to existing clients - preferred.
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
