Commercial Lines CSR
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Job Location:
West Melbourne, FL - USA
Monthly Salary:
Not Disclosed
Posted on:
10-08-2025
Vacancies:
1 Vacancy
Job Summary
Job Description
Commercial Lines CSR
Overview
Seeking a highly motivated and detail-oriented Commercial Lines Customer Service Representative (CSR) to join a growing this role you will play a vital part in managing client accounts providing excellent customer service and support and ensuring that all commercial insurance needs are met. This is a great opportunity for a professional who is passionate about delivering exceptional service while fostering long-term client relationships.
Responsibilities
- Act as the primary point of contact for assigned commercial lines accounts ensuring outstanding client satisfaction.
- Manage client account details efficiently using AMS: Applied EPIC software for documentation updates and tracking.
- Assist clients with inquiries regarding their commercial insurance policies.
- Proactively handle policy renewals by evaluating client needs and market options.
- Provide timely follow-up on endorsements certificates audits and claims processes.
- Collaborate with producers and account managers to ensure seamless communication and account support.
- Build and sustain positive relationships with insurance carriers clients and team members.
- Stay updated on insurance industry trends products and guidelines to provide knowledgeable advice to clients.
- Contribute to the teams goal of client retention and growth through exceptional service delivery.
- Identify opportunities for upselling or cross-selling additional services or policies.
Qualifications
- 2 years of experience in commercial lines and insurance account management.
- Proficiency in AMS: Applied EPIC or equivalent agency management software.
- Experience managing commercial insurance accounts.
- Exceptional verbal and written communication abilities.
- Strong attention to detail with excellent organizational and time-management skills.
- Problem-solving skills and a client-centric mindset.
- Active Property & Casualty (P&C) License (or willingness to obtain).
- Experience working in a fast-paced or team-oriented environment.
- Demonstrated ability to remain adaptable and composed under pressure.
- Previous experience with policy reviews audits and changes.
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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Key Skills
- Building Construction
- Logistics & Procurement
- Account Management
- Communication
- Client Services
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