Commercial Lines Customer Service Representative

• Issue auto , binders, certificates & Evidence of Property
• Order loss runs and input information
• Order MVRs and E Mods
• Process change requests and cancelations – suspense and follow up, check and scan when received
• Audits – including checking rates, ordering worksheets and invoicing
• Support Account Manager and Account Executives - provide updates once policy is bound (update future application and pull over to current)
• Process new business and renewals
• Set up/update billing information
• Scan and input all correspondence into paperless file
• Email signed forms to carrier
• Invoices
• Prepare policies to be delivered
• Reconcile fleet schedules
• Prepare tabs for proposals
• Agent of record letters
• Finance agreement quotes
• Renewal of all policies
• Additional administrative duties – general scanning, mail, phone support
• Assist as needed with various projects
• Handle claims intake for the unit

• High school diploma or equivalent
• 1-2+ years of Commercial Lines experienced preferred
• Active Property and Casualty License is preferred or must be willing to complete licensing requirements within 60 days of hire if not already obtained
• Strong computer skills and proficient with various software programs
• Must have excellent written and verbal communication
• Organized and highly detail-oriented

Demonstrates proficiency in processing insurance documents, managing billing information, and supporting account management functions. Possesses strong organizational skills and attention to detail, ensuring accurate handling of policies and correspondence.

• Commercial Lines Experience
• Active Property And Casualty License
• Strong Computer Skills
• Excellent Written And Verbal Communication
• Detail-Oriented

• Policy Processing
• Claims Intake
• Auditing
• Invoicing
• Billing Information Management
• Document Scanning
• Data Input
• Change Request Processing
• Renewal Processing
• Loss Run Ordering

• Organizational Skills
• Communication Skills

• Property And Casualty License

• Insurance
• Commercial Lines
• Policy Renewal
• Evidence Of Property
• MVRs
• E Mods
• Agent Of Record Letters
• Finance Agreement Quotes
• Suspense Follow Up
• Paperless File Management