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Commercial Lines Customer Service

Job in Harleysville, Montgomery County, Pennsylvania, 19438, USA
Listing for: Brandon Insurance Group
Full Time position
Listed on 2026-07-01
Job specializations:
  • Insurance
Salary/Wage Range or Industry Benchmark: 40000 - 60000 USD Yearly USD 40000.00 60000.00 YEAR
Job Description & How to Apply Below
Location: Harleysville

We are seeking a Commercial Lines Customer Service Representative (CSR) to assist our team in supporting a well‑established, high‑retention, and profitable book of commercial insurance clients. This position focuses on client service, policy administration, and account support within a professional, team‑oriented agency environment.

This is an excellent opportunity for someone who enjoys client interaction, values accuracy and organization, and wants to build a stable, long‑term career in the insurance industry.

Key Responsibilities Client Service & Account Management
  • Provide day‑to‑day service and support for commercial insurance clients
  • Respond promptly to client requests, coverage questions, and policy service needs
  • Maintain strong client relationships through professional and timely communication
  • Support account managers and producers in servicing accounts
Policy Processing & Administration
  • Process endorsements, audits, cancellations, reinstatements, and policy changes
  • Prepare certificates of insurance, binders, , and policy summaries
  • Order and review loss runs and motor vehicle reports (MVRs)
  • Assist with invoices, finance agreements, audits, and related documentation
  • Ensure accurate data entry within agency management systems
Quality & Compliance
  • Maintain accurate records and documentation
  • Follow agency procedures designed to minimize errors and omissions exposure
  • Resolve routine administrative and customer service issues efficiently
Qualifications
  • Experience in commercial insurance service preferred.
  • Understanding of Commercial Lines CSR responsibilities is a plus
  • Strong organizational and time‑management skills
  • Excellent written and verbal communication skills
  • Detail‑oriented with strong accuracy and follow‑through
  • Ability to manage multiple priorities in a fast‑paced environment

We welcome both experienced insurance professionals and motivated entry‑level candidates who are eager to learn. This role offers:

  • Management of an established book of business
  • Stable, long‑term career opportunity
  • Ongoing learning and professional development
  • Collaborative and supportive team environment

Apply today to join a team focused on professionalism, collaboration, and delivering exceptional client service.

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