Job Description
Commercial Lines Customer Service Representative (CSR)
Job Summary
Seeking a dedicated and detail-oriented Commercial Lines Customer Service Representative (CSR) to join a dynamic team. The ideal candidate will excel at providing exceptional customer service and support for commercial clients by managing insurance accounts addressing client inquiries and maintaining long-term client relationships. This role is an excellent opportunity for a motivated individual who thrives in a fast-paced collaborative environment and is passionate about delivering solutions to meet client needs.
Responsibilities
- Provide outstanding customer service by addressing inquiries resolving issues and ensuring client satisfaction on all commercial lines accounts.
- Assist with the management of client accounts including policy renewals changes endorsements and cancellations in a timely and accurate manner.
- Collaborate with Account Managers and Producers to prepare quotes proposals and other client-facing documents to support business growth efforts.
- Maintain accurate and organized client records data entry and account-related documentation in compliance with company and industry standards.
- Serve as a key point of contact for commercial clients ensuring their needs are met and fostering strong working relationships.
- Stay informed about industry trends insurance products and any changes to laws or regulations that may impact clients.
- Proactively identify cross-sell opportunities and assist in upselling relevant insurance products to meet client needs.
Qualifications/Requirements
- 2 years of experience in commercial insurance or customer service with a strong understanding of policy coverages and industry practices.
- Strong organizational skills and attention to detail ensuring accuracy in all aspects of client account management.
- Exceptional verbal and written communication skills with the ability to clearly explain policies and service offerings to diverse clients.
- Proficiency in Microsoft Office Suite (Word Excel Outlook) and familiarity with insurance agency management systems (e.g. AMS360 Applied Epic) is a plus.
- Demonstrated ability to work effectively in a team-oriented environment while also managing individual tasks and deadlines independently.
- Holds an active P&C (Property and Casualty) insurance 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.
#LI-JR3
Job DescriptionCommercial Lines Customer Service Representative (CSR)Job SummarySeeking a dedicated and detail-oriented Commercial Lines Customer Service Representative (CSR) to join a dynamic team. The ideal candidate will excel at providing exceptional customer service and support for commercial c...
Job Description
Commercial Lines Customer Service Representative (CSR)
Job Summary
Seeking a dedicated and detail-oriented Commercial Lines Customer Service Representative (CSR) to join a dynamic team. The ideal candidate will excel at providing exceptional customer service and support for commercial clients by managing insurance accounts addressing client inquiries and maintaining long-term client relationships. This role is an excellent opportunity for a motivated individual who thrives in a fast-paced collaborative environment and is passionate about delivering solutions to meet client needs.
Responsibilities
- Provide outstanding customer service by addressing inquiries resolving issues and ensuring client satisfaction on all commercial lines accounts.
- Assist with the management of client accounts including policy renewals changes endorsements and cancellations in a timely and accurate manner.
- Collaborate with Account Managers and Producers to prepare quotes proposals and other client-facing documents to support business growth efforts.
- Maintain accurate and organized client records data entry and account-related documentation in compliance with company and industry standards.
- Serve as a key point of contact for commercial clients ensuring their needs are met and fostering strong working relationships.
- Stay informed about industry trends insurance products and any changes to laws or regulations that may impact clients.
- Proactively identify cross-sell opportunities and assist in upselling relevant insurance products to meet client needs.
Qualifications/Requirements
- 2 years of experience in commercial insurance or customer service with a strong understanding of policy coverages and industry practices.
- Strong organizational skills and attention to detail ensuring accuracy in all aspects of client account management.
- Exceptional verbal and written communication skills with the ability to clearly explain policies and service offerings to diverse clients.
- Proficiency in Microsoft Office Suite (Word Excel Outlook) and familiarity with insurance agency management systems (e.g. AMS360 Applied Epic) is a plus.
- Demonstrated ability to work effectively in a team-oriented environment while also managing individual tasks and deadlines independently.
- Holds an active P&C (Property and Casualty) insurance 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.
#LI-JR3
View more
View less