Commercial Lines CSR

Commercial Lines Customer Service Professional

Are you a detail-oriented insurance professional who takes pride in delivering exceptional client service? We are seeking a Commercial Lines Customer Service Professional to support our growing commercial insurance team. This role is ideal for someone who thrives in a fast-paced environment, enjoys building strong client relationships, and wants to be part of a collaborative agency culture.

Responsibilities

• Manage and service a book of commercial insurance accounts
• Process policy changes, certificates, endorsements, audits, renewals, and cancellations
• Respond promptly to client questions and coverage requests
• Assist producers with account management and retention efforts
• Market accounts and communicate with insurance carriers as needed
• Review policies for accuracy and coverage needs
• Maintain accurate client records and documentation within the agency management system
• Help deliver a high level of customer satisfaction and retention

Qualifications

• Previous commercial lines insurance experience preferred
• Active Property & Casualty license preferred or ability to obtain
• Strong communication and organizational skills
• Ability to multitask and prioritize in a deadline-driven environment
• Experience with agency management systems such as Applied Epic, AMS360, or similar is a plus
• Team-oriented mindset with a strong attention to detail