Commercial Insurance CSR

Commercial Lines Customer Service Representative (CSR)

Seeking a dedicated and experienced Commercial Lines Customer Service Representative (CSR) to join a team. This role involves managing an existing book of business handling renewals and providing exceptional service to valued clients. The ideal candidate will have a strong background in commercial lines insurance a passion for client service and the ability to thrive in a collaborative community-focused environment. This is an in-office position with the potential for growth and advancement within the company.

• Salary Range: $40000 - $55000 (commensurate with experience)
• Benefits: Competitive benefits package 401(k) paid time off professional development opportunities etc.

• Manage an assigned book of business including medium to large accounts such as hardware stores LROs and condos
• Handle policy renewals endorsements and servicing needs for clients
• Provide exceptional customer service and maintain strong client relationships
• Collaborate with a team of two assistants and leverage COI support as needed
• Participate in community-focused activities and events if desired
• Utilize Applied Epic software for account management and documentation

• Active 2-20 General Lines Insurance License
• Minimum of 5 years of experience in commercial lines insurance
• Proficiency with Applied Epic or similar agency management systems
• Strong organizational and communication skills
• Ability to work effectively in an in-office setting (Winter Garden office may be an option subject to annual review)
• Stable work history with a demonstrated commitment to previous employers
• A client-focused mindset and a passion for delivering high-quality service

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