Customer Service Specialist - Commercial Lines

Customer Service Specialist - Commercial Lines

We’re seeking a Commercial Lines Customer Service Specialist (CSR) who values accuracy, builds strong relationships, and understands that exceptional service is built on trust. In this role, you’ll help clients feel secure in their coverage by managing policies, processing endorsements, handling renewals, and ensuring every detail is handled with care and professionalism.

Salary: $65,000 starting plus performance-based incentives.

• Comprehensive health insurance, dental insurance, retirement plans, and paid time off
• Ongoing training and support for professional certifications (CISR, CIC, ACSR)
• A collaborative, supportive, and growth-minded culture
• Hybrid or remote flexibility

• Manage client accounts by processing endorsements, renewals, certificates, and policy changes with accuracy and care
• Serve as the go-to contact for commercial clients, answering questions about coverages, billing, and claims
• Collaborate with producers and account managers on quotes, applications, and risk assessments
• Work directly with carriers to ensure policies are issued, modified, or renewed correctly
• Conduct policy reviews and audits to spot coverage gaps and recommend improvements

• Have a minimum 1-3 years of experience in commercial insurance or account management
• Have a high school diploma; associate or bachelor’s degree in business, finance, or a related field preferred
• Hold or are willing to obtain a Property & Casualty (P&C) license
• Bring strong knowledge of general liability, property, auto, workers’ comp, and umbrella policies
• Excel at communication, multitasking, and building client relationships
• Are tech-savvy and comfortable using systems like Applied Epic, AMS
  360, or Vertafore

Take pride in accuracy, problem-solving, and staying calm under pressure.