Job Description
Commercial Lines Customer Service Representative (CSR)
Job Summary
Seeking a dedicated and detail-oriented Commercial Lines Customer Service Representative (CSR) to join a dynamic team. The ideal candidate will excel at providing exceptional customer service and support for commercial clients by managing insurance accounts addressing client inquiries and maintaining long-term client relationships. This role is an excellent opportunity for a motivated individual who thrives in a fast-paced collaborative environment and is passionate about delivering solutions to meet client needs.
Responsibilities
- Provide outstanding customer service by addressing inquiries resolving issues and ensuring client satisfaction on all commercial lines accounts.
- Assist with the management of client accounts including policy renewals changes endorsements and cancellations in a timely and accurate manner.
- Collaborate with Account Managers and Producers to prepare quotes proposals and other client-facing documents to support business growth efforts.
- Maintain accurate and organized client records data entry and account-related documentation in compliance with company and industry standards.
- Serve as a key point of contact for commercial clients ensuring their needs are met and fostering strong working relationships.
- Stay informed about industry trends insurance products and any changes to laws or regulations that may impact clients.
- Proactively identify cross-sell opportunities and assist in upselling relevant insurance products to meet client needs.
Qualifications / Requirements
2 years of experience in commercial insurance or customer service with a strong understanding of policy coverages and industry practices.Strong organizational skills and attention to detail ensuring accuracy in all aspects of client account management.Exceptional verbal and written communication skills with the ability to clearly explain policies and service offerings to diverse clients.Proficiency in Microsoft Office Suite (Word Excel Outlook) and familiarity with insurance agency management systems (e.g. AMS360 Applied Epic) is a plus.Demonstrated ability to work effectively in a team-oriented environment while also managing individual tasks and deadlines independently.Holds an active P&C (Property and Casualty) insurance license.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