Commercial Insurance CSR

Commercial Lines Customer Service Representative (CSR)

Job Summary

Seeking a dedicated and experienced Commercial Lines Customer Service Representative (CSR) to join the team. This role involves managing an existing book of business, handling renewals, and providing exceptional service to the valued clients. The ideal candidate will have a strong background in commercial lines insurance, a passion for client service, and the ability to thrive in a collaborative, community-focused environment. This is an in-office position with the potential for growth and advancement within the company.

Compensation Package

• Salary Range: $40,000 - $55,000 (commensurate with experience)
• Benefits:
  • 100% employer-paid basic health insurance
  • All federal holidays off
  • Weekly company-provided lunch and additional perks
• Work Schedule: Monday to Friday, 8:30 AM - 5:00 PM (1-hour lunch break and two 15-minute breaks)
• Work Environment: Business casual dress code with a laid-back and supportive atmosphere

Responsibilities

• Manage an assigned book of business, including medium to large accounts such as hardware stores, LROs, and condos
• Handle policy renewals, endorsements, and servicing needs for clients
• Provide exceptional customer service and maintain strong client relationships
• Collaborate with a team of two assistants and leverage COI support as needed
• Participate in community-focused activities and events, if desired
• Utilize Applied Epic software for account management and documentation

Qualifications/Requirements

• Active 2-20 General Lines Insurance License
• Minimum of 5 years of experience in commercial lines insurance
• Proficiency with Applied Epic or similar agency management systems
• Strong organizational and communication skills
• Ability to work effectively in an in-office setting (Winter Garden office may be an option, subject to annual review)
• Stable work history with a demonstrated commitment to previous employers
• A client-focused mindset and a passion for delivering high-quality service

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