- Salary
- $50k – $68k
- Location
- Lakeside, CA
- Type
- Full-time
- Department
- Insurance
- Seniority
- Manager
- Experience
- 3+ years
- Closing date
- Today
- Source
- Vincere
Description
Commercial Lines CSR
Job Summary
Seeking a dedicated and detail-oriented Commercial Lines Customer Service Representative (CSR) to join a team. This position has opened due to departmental restructuring and offers an exciting opportunity to work with contractors and small to middle-market accounts. The ideal candidate will support Account Managers (AMs) by handling service-related tasks, assisting with renewals, and learning to market simple accounts. This role is essential in ensuring the smooth operation of commercial lines department.
Compensation Package
- Salary Range: $50,000 - $68,000 annually, based on experience.
- Benefits: Comprehensive benefits package available upon request.
Responsibilities
- Process certificates, endorsements, and policy changes.
- Assist with renewals and obtain quotes for clients.
- Provide basic service-related support to clients.
- Support 3-4 Account Managers on the owner’s book of business, which includes accounts ranging from $5,000 to $500,000.
- Learn and assist in marketing simple accounts.
- Utilize AMS360 software for daily tasks and account management.
Qualifications/Requirements
- Licenses/Certifications: Property & Casualty (P&C) license required.
- Experience: Minimum of 3+ years of experience in a similar role.
- Technical Skills: Proficiency in AMS360 software is a must.
- Soft Skills:
- Strong attention to detail.
- Excellent communication and interpersonal skills.
- Ability to multitask and prioritize effectively.
- Team-oriented mindset with a proactive approach.
- Strong problem-solving skills.
#LI-CD3
Skills
Customer Service
