Commercial Lines CSR
Commercial Lines CSR
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1 Vacancy
Job Description
Job Description
Commercial Lines Customer Service Representative
Job Summary
Looking for a dedicated and detail-oriented Commercial Lines Customer Service Representative (CSR) to join a team. This role involves managing a diverse portfolio of small to mid-market commercial accounts providing exceptional customer service and supporting the quoting and renewal processes.
This is a full-time on-site position offering a great opportunity to work in a supportive environment with a strong emphasis on work-life balance.
Compensation Package
- Salary Range: $45000 - $60000
- 401(k):
Responsibilities
- Manage a generalist book of small to mid-market commercial accounts including contractors restaurants golf courses habitational properties and professional lines.
- Handle quoting and renewal processes for new and existing business (50/50 split).
- Provide exceptional customer service by addressing client inquiries resolving issues and maintaining strong client relationships.
- Collaborate with carriers primarily Erie and Westfield to ensure smooth policy management.
- Utilize SIS/PartnerXE software for account management and documentation.
- Maintain a high level of accuracy and attention to detail in all tasks.
Qualifications/Requirements
- Experience: Minimum of 5 years as an Account Manager in commercial lines (agency experience preferred; captive experience considered).
- Licenses: Active insurance license required.
- Technical Skills: Proficiency in SIS/PartnerXE software or similar platforms.
- Soft Skills: Dependable detail-oriented and excellent customer service skills.
- Education: High school diploma or equivalent required; additional certifications or training in insurance is a plus.
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Employment Type
Full-Time
