Commercial Insurance CSR

Client Service Representative (CSR) - Commercial Insurance

Hybrid | Competitive Benefits

A regional insurance brokerage with deep roots in Westchester County, NY is seeking a skilled Client Service Representative (CSR) to join its growing commercial team. This role is ideal for a detail-oriented professional with strong servicing background, ready to support the commercial account managers and clients in securing tailored coverage solutions. You’ll play a central role by managing the back office and maintaining system integrity - all while contributing to a collaborative, client-focused environment.

Key Responsibilities:

• Prepare ID Cards, Certificates of Insurance, and Evidence of Property Insurance
• Monitor and follow up on Direct Notices of Cancellation (DNOCs)
• Assist with Quoting
• Support Billing by preparing invoices, following up on payments, and responding to inquiries
• Process Endorsement Requests
• Maintain accurate documentation and ensure timely follow-ups

Why Join This Agency:

• Privately held, with over 100 years in the Northeast
• Expedited growth opportunities
• High-growth mode organization, privately held
• 401k, PTO, Medical, Dental, Vision, Major Medical. Generous PTO

Qualifications:

• Prior experience in commercial insurance processing and account servicing
• Familiarity with AMS360 or Epic systems preferred
• Strong organizational and communication skills
• Ability to work independently and collaboratively in a hybrid setting

This role is ideal for someone who thrives in a fast-paced environment and is eager to grow within the insurance industry.

For consideration, please email your resume to the agency's search consultant at bethany.delahunt@gogpac.com.