Insurance Agency Customer Service Rep-Commercial Lines-Cell Brokerage
Phoenix, AZ - USA
Job Summary
Cell Brokerage a HUKL Investments Company!
POSITION OVERVIEW: $40000 per year to $55000 per year
This position is in office in Northeastern Phoenix near Scottsdale AZ and is NOT remote
The Commercial Insurance Customer Service Representative (CSR) plays a critical role in supporting our small business commercial clients by delivering exceptional service maintaining policy accuracy and ensuring a smooth client experience from onboarding through renewal.
This role partners closely with Producers to support businesses such as contractors professional services retail hospitality and other local enterprises. Youll be the trusted point of contact helping business owners protect what theyve built.
Core Duties and Responsibilities:
Client Service & Support
- Provide day-to-day service support for a portfolio of small business commercial accounts including a segment of house accounts
- Serve as a primary point of contact for commercial clients regarding policy changes certificates endorsements and coverage questions
- Respond to client inquiries in a timely professional manner
- Build strong long-term relationships with clients through consistent high-quality service
Policy & Account Management
- Process endorsements renewals audits cancellations and policy changes
- Prepare and issue certificates of insurance (COIs) and evidence of property insurance (EPIs)
- Review policies confirms endorsements and binders for accuracy
- Maintain complete and accurate documentation in the agency management system
Renewals & Marketing Support
- Assist with renewal preparation including gathering underwriting information and documentation
- Support account managers and producers with marketing submissions and proposals
- Track follow-ups suspense items and carrier responses
Carrier & Internal Coordination
- Communicate with insurance carriers to obtain policy information endorsements and documentation
- Collaborate with producers account managers and internal teams to ensure seamless service delivery
- Escalate issues when appropriate to maintain client satisfaction
What Youll Be Supporting
- General Liability
- Business Owners Policies (BOPs)
- Commercial Auto
- Workers Compensation
- Professional Liability (E&O)
- Property & Umbrella Coverage
- (Experience with small business package policies is a plus)
Qualifications & Skills
Required:
- Active Property & Casualty insurance license
- 2 years of experience in commercial insurance service or account management
- Strong understanding of commercial insurance coverages and terminology
- Excellent organizational communication and customer service skills
- Ability to manage multiple priorities and meet deadlines
- Proficiency with agency management systems (AMS360 experience preferred)
Preferred:
- Experience within the independent agency model
- Familiarity with certificates endorsements and renewal workflows
Why Join Us
- Collaborative people-first culture
- Opportunity to work with experienced professionals in a growing agency
- Competitive compensation and benefits
- Career development and ongoing training opportunities
Who You Are
Youre a service-minded professional who takes pride in accuracy responsiveness and building trust. You enjoy supporting a team solving problems and helping clients protect what matters most.
Essential Physical Requirements
- Must be able to work from a sitting position for extended periods of time.
- Must be willing and able to work in front of a computer monitor for extended periods of time.
- Must be able to work on a standard computer keyboard for extended periods of time.
- Must be able to work in a cubical environment during the workday with limited or no distraction.
Employee Benefits Include:
- Medical Plan
- Dental Plan
- Vision Plan
- 401k
- Live Health Online
- Life Insurance
- Disability
- Supplemental Benefits
- No waiting period to use accrued PTO
- Training
- Employee Assistance Program
- National Discounts & much more!
NOTE:This job description is not intended to be may perform other related duties as negotiated to meet the ongoing needs of the organization
About Company
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