Commercial Lines Customer Service Agent

Job Summary

Seeking a dedicated and detail-oriented

Seeking a dedicated and detail-oriented Customer Service Representative to join a Property & Casualty division. In this role, will provide responsive and accurate support to commercial insurance clients, ensuring a consistently positive client experience. You will collaborate with producers and account managers to service accounts, process policy changes, coordinate renewals, and deliver exceptional service.

• Competitive salary based on experience and qualifications
• Comprehensive benefits package, including health, dental, and vision insurance
• Paid time off and holidays
• Opportunities for professional development and industry certifications

• Manage communications related to renewals, policy changes, audits, and billing.
• Respond promptly to client inquiries regarding coverage, billing, and claims.
• Issue certificates of insurance and maintain accurate policy documentation.

• Service a portfolio of commercial accounts across various industries.
• Process endorsements, cancellations, certificates, and other policy changes.
• Organize and prioritize workflows for an assigned book of business.

• Prepare and review renewal submissions, applications, and proposals for new and existing business.
• Coordinate with underwriters and carriers to obtain quotes and coverage options for renewal business.
• Support producers and account managers in marketing new and renewal business, with a focus on retention.

• Understand complex exposures, including specialty product lines.
• Partner with sales professionals to evaluate exposures, analyze loss trends, and recommend appropriate coverage solutions.
• Collaborate with producers, underwriters, and internal team members to deliver seamless client service.

• Use agency management systems accurately and timely to enter and maintain all required information.
• Ensure adherence to industry regulations, company standards, and client requirements.

• Education:
  
  High school diploma or equivalent required; associate or bachelor’s degree preferred.
• Licensing:
  Active Property & Casualty (P&C) insurance license or ability to obtain within a specified timeframe.
• Experience:
  
  Two or more years of commercial lines servicing experience preferred.
• Knowledge:
  Working knowledge of commercial insurance products (e.g., general liability, property, workers’ compensation, auto, umbrella).
• Technical
  
  Skills:
  
  Proficiency with agency management systems (e.g., Applied Epic, AMS
  360, or similar).
• Communication:
  Strong written and verbal communication skills.
• Organizational
  
  Skills:
  
  Excellent organizational and time-management abilities.
• Attention to Detail:
  High level of accuracy and attention to detail.
• Professional Development:
  Demonstrated interest in continuing to build industry knowledge and expertise.