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Insurance Customer Service Representative | Commercial Lines 4-40/2-20 Licensed
Insurance Customer Service Representative | Commercial Lines 4-40/2-20 LicensedConfidential Recruiting Partners • Orlando, Florida, United States
Insurance Customer Service Representative | Commercial Lines 4-40 / 2-20 Licensed

Insurance Customer Service Representative | Commercial Lines 4-40 / 2-20 Licensed

Confidential Recruiting Partners • Orlando, Florida, United States
5 hours ago
Job type
  • Full-time
  • Quick Apply
Job description

Our client, a respected and community focused insurance agency, is seeking a knowledgeable and organized Commercial Lines Customer Service Representative . In this role, you'll support commercial insurance accounts across new business, renewals, and daily client service. You'll ensure accurate policy administration, compliance, and deliver exceptional client experience while working in a supportive, team-oriented environment.

Responsibilities : New Business Support

  • Manage incoming commercial insurance leads.
  • Prepare applications, proposals, and quote requests.
  • Gather underwriting information and required documents.

Client Service

  • Issue Certificates of Insurance (COIs).
  • Process endorsements and policy changes accurately.
  • Assist with billing questions and provide basic claims support.
  • Respond to client calls and emails with professionalism and urgency.
  • Renewal Support

  • Schedule and coordinate renewal review meetings.
  • Collect renewal documents and update applications for remarketing.
  • Administrative

  • Ensure all documents meet compliance standards.
  • Maintain accurate records in the agency management system.
  • Qualifications :

  • Bilingual (English / Spanish) preferred.
  • High school diploma or equivalent (required)
  • Ability to multitask and thrive in a fast-paced environment.
  • Experience with COIs, endorsements, and carrier communication.
  • Familiarity with Nexsure or similar agency management systems.
  • 1-2 years of insurance experience (Commercial Lines preferred)
  • Strong communication, organizational, and customer service skills.
  • Associate or Bachelor's degree in Business, Finance, or related field (preferred)
  • Active Florida 440 or 220 licenses required (or ability to obtain within 90 days)
  • Commercial Lines experience with GL, WC, BOP, Property, Auto, and Umbrella policies preferred.
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    Commercial Lines Customer Service Representative • Orlando, Florida, United States

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