Commercial Insurance Customer Service Representative

Job Description

Job Description

b description

Job Title: Commercial Insurance Customer Service Representative

Mon.- Fri. 10 AM- 5 PM

2-20 license required and 3 years of commercial insurance customer service is required!

Summary:

We are seeking a highly motivated and experienced Commercial Insurance Customer Service Representative to join our team. The ideal candidate will be responsible for providing exceptional service to our commercial clients, managing their insurance needs, and ensuring their satisfaction. This role requires a strong understanding of commercial insurance products and the ability to build and maintain strong client relationships.

Essential Duties and Responsibilities:

• Serve as the primary point of contact for commercial insurance clients, addressing their inquiries, concerns, and requests promptly and professionally.
• Provide accurate and timely information to clients regarding policy coverage, changes, renewals, and billing.
• Process policy changes, endorsements, cancellations, and renewals in accordance with agency and carrier guidelines.
• Prepare and process certificates of insurance, binders, and other policy-related documentation.
• Assist clients with the claims process, providing guidance and support.
• Identify and recommend appropriate insurance products and coverage options to meet clients' needs.
• Maintain accurate and up-to-date client records in the agency management system.
• Collaborate with producers, underwriters, and other team members to ensure efficient and effective service delivery.
• Stay current on industry trends, policy changes, and new insurance products.
• Provide excellent customer service via phone, email, and in-person interactions.
• Resolve client issues and complaints in a timely and satisfactory manner.
• Assist with audits and other related tasks.
• Cross-sell and up-sell additional insurance products and services to existing clients, where appropriate.

Qualifications:

• Licensing: Must hold a valid 2-20 General Lines Agent License (Property & Casualty).
• Experience: Minimum of three (3) years of experience in a commercial insurance customer service role.
• Education: High school diploma or equivalent required; Associate's or Bachelor's degree preferred.

Skills and Abilities:

• Strong knowledge of commercial insurance products, including but not limited to:
• General Liability
• Commercial Property
• Workers' Compensation
• Commercial Auto
• Business Owners Policy (BOP)
• Professional Liability (Errors & Omissions)
• Proficiency in agency management systems (e.g., Applied Epic, AMS360).
• Excellent communication skills, both written and verbal.
• Strong customer service and interpersonal skills.
• Ability to multitask, prioritize, and manage time effectively.
• Detail-oriented with a high degree of accuracy.
• Strong problem-solving and analytical skills.
• Ability to work independently and as part of a team.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook).
• Ability to maintain a professional demeanor under pressure.

Benefits:

• Competitive salary
• Comprehensive benefits package (health, dental, vision, etc.)
• Paid time off (vacation, sick, holidays)
• Professional development opportunities
• Positive and supportive work environment