Job Title: Commercial Lines Customer Service Representative
Department: Commercial Lines
Reports to: Commercial Lines Manager
Job Summary:
The Commercial Lines Customer Service Agent supports the service team by handling day-to-day client requests, processing policy changes, and ensuring accurate and timely execution of service tasks. This role focuses on operational excellence, responsiveness, and supporting Account Managers in delivering a high-quality client experience.
Duties/Responsibilities:
- Respond to client service requests (COIs, policy changes, billing questions, etc.)
- Process endorsements, cancellations, and reinstatements
- Issue certificates of insurance accurately and on time
- Provide prompt, accurate responses to client inquiries
- Maintain accurate client and policy records in agency management system
- Enter and update policy data and documentation
- Support Account Managers and Producers with renewal preparation and data gathering
- Follow up with carriers on pending service items
- Process producer and client requests (changes, cancellations, binders, COIs)
- Route complex or coverage-related issues to Account Managers or Producers
- Manage assigned activities and service workflows
- Meet turnaround time and service standards
- Ensure accuracy and completeness of all servicing transactions
- Assist with claims reporting and basic client guidance
- Support overall team efficiency and service quality
Required Skills/Abilities:
- Excellent verbal and written communication skills.
- Excellent interpersonal and customer service skills.
- Excellent organizational skills and attention to detail.
- Excellent time management skills with a proven ability to meet deadlines.
- Strong analytical and problem-solving skills.
- Proficient with Microsoft Office Suite or related software.
Education and Experience:
- High school diploma or equivalent.
- At least two years related experience in insurance preferred.
- Property & Casualty licensed required preferred
- Certified Insurance designations are a plus
Physical Requirements:
- Prolonged periods of sitting at a desk and working on a computer.
- Must be able to lift up to 10 pounds at times.
Salary: $40,000 - $50,000
Benefits:
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
Supplemental pay types:
Weekly day range:
We believe in providing a flexible work/home experience for our team and typically run a hybrid schedule of work from home a couple days per week as well as in the office after initial training period.
License/Certification:
- Property & Casualty License (Preferred
Pay: $40,000.00 - $50,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
Education:
- High school or equivalent (Required)
Experience:
- Insurance : 2 years (Preferred)
License/Certification:
- Property & Casualty License (Preferred)
Work Location: In person
