Commerical Lines Customer Service Represenative

Commercial CSR

Job Summary

Seeking a dedicated and detail-oriented Commercial CSR to join a close-knit and well-established team. This role is pivotal in supporting a commercial department by handling back-end tasks such as Certificates of Insurance (COI), endorsements, policy changes, and day-to-day service needs. You will work closely with 1-2 account managers to ensure seamless operations and exceptional client service. This is an excellent opportunity for individuals looking to grow within a reputable local agency known for its strong tenure and collaborative culture.

Compensation Package

• Salary Range: $52,000 - $65,000 annually, based on experience.
• Benefits:
  • Generous PTO, sick leave, and holiday schedule.

Responsibilities

• Process Certificates of Insurance (COI), endorsements, and policy changes.
• Handle day-to-day service requests and back-end administrative tasks.
• Collaborate with account managers to support a diverse book of business, including accounts in agriculture, construction, trucking, oil and gas, and captives.
• Maintain accurate and organized records in the Epic software system.
• Provide exceptional customer service and ensure timely responses to client inquiries.

Qualifications/Requirements

• Education: High school diploma or equivalent.
• Experience:
  • Minimum of 2 years in the workforce.
  • Prior experience in insurance or a related field is preferred but not required.
  • Open to candidates from the financial industry or those willing to learn.
• Licenses/Certifications: Property & Casualty (P&C) license preferred but not mandatory.
• Technical Skills: Proficiency in Epic software is a plus.
• Soft Skills:
  • Strong communication skills.
  • Detail-oriented with excellent organizational abilities.
  • Ability to work collaboratively in a team environment.

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