Customer Service Representative

A respected community-focused insurance agency is looking for a Customer Service Representative to join our Commercial Lines team. This role supports new business renewals and daily client service while ensuring accurate policy management. If you are organized client-focused and experienced in insurance we want to hear from you!

What Youll Do

New Business Support

Manage incoming commercial insurance leads

Gather underwriting info and required documents

Prepare applications proposals and quote requests

Client Service

Respond to client calls and emails

Process endorsements and policy changes

Issue Certificates of Insurance (COIs)

Assist with billing questions and basic claims support

Renewal Support

Collect renewal documents

Update applications for remarketing

Schedule renewal review meetings

Administrative

Maintain accurate records in the agency management system

Ensure documents meet compliance standards

What You Need

12 years of insurance experience (Commercial Lines preferred)

Active 4-40 or 2-20 license (or willing to obtain)

Strong communication and customer service skills

Ability to multitask and stay organized

Experience with COIs endorsements and carrier communication

Familiarity with systems like Nexsure (or similar)

Nice to Have

Commercial Lines experience

Bilingual (English / Spanish)

Knowledge of GL WC BOP Property Auto and Umbrella.

Taj Staffing is an Equal Opportunity Employer.

Key Skills

Typing,Data Entry,Customer Service,Basic Math,Computer Skills,Windows,Banking,Upselling,Pricing,Sanitation,Cash Handling,Stocking

Employment Type : Full Time

Experience : years

Vacancy : 1