Commercial CSR

Job Description

Job Summary

Provide essential administrative support to commercial lines agents by managing policy documentation ensuring accuracy in renewals and facilitating effective communication between clients carriers and internal teams. The Commercial CSR plays a key role in maintaining client satisfaction and supporting day-to-day operations of the commercial lines department.

Responsibilities

• Generate and issue Certificates of Insurance according to client and carrier requirements
• Process policy endorsements including additions deletions and coverage changes
• Review renewal documents for accuracy prior to submission to agents and carriers
• Maintain and update policy files ensuring all documentation is complete and properly stored
• Serve as a liaison between agents clients carriers and underwriters to resolve policy-related inquiries
• Enter and update policy data in agency management software and ensure data integrity
• Assist agents with gathering loss runs quoting information and other support tasks as needed
• Handle inbound customer inquiries regarding billing claims status and coverage questions escalating when necessary
• Monitor expiration schedules and notify agents of upcoming renewals endorsements or policy expirations
• Coordinate with carriers to verify coverage details track policy issuance and manage cancellations or reinstatements

Qualifications / Requirements

Disclaimer : Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.

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Key Skills

Building Construction,Logistics & Procurement,Account Management,Communication,Client Services,Jboss

Employment Type : Full-Time

Experience : years

Vacancy : 1