Commercial Lines Customer Service Agent

Customer Service Representative

Seeking a dedicated and detail-oriented Customer Service Representative to join a Property & Casualty this role will provide responsive and accurate support to commercial insurance clients ensuring a consistently positive client experience. You will collaborate with producers and account managers to service accounts process policy changes coordinate renewals and deliver exceptional service.

• Competitive salary based on experience and qualifications
• Comprehensive benefits package including health dental and vision insurance
• Paid time off and holidays
• Opportunities for professional development and industry certifications

• Manage communications related to renewals policy changes audits and billing.
• Respond promptly to client inquiries regarding coverage billing and claims.
• Issue certificates of insurance and maintain accurate policy documentation.

• Service a portfolio of commercial accounts across various industries.
• Process endorsements cancellations certificates and other policy changes.
• Organize and prioritize workflows for an assigned book of business.

• Prepare and review renewal submissions applications and proposals for new and existing business.
• Coordinate with underwriters and carriers to obtain quotes and coverage options for renewal business.
• Support producers and account managers in marketing new and renewal business with a focus on retention.

• Understand complex exposures including specialty product lines.
• Partner with sales professionals to evaluate exposures analyze loss trends and recommend appropriate coverage solutions.
• Collaborate with producers underwriters and internal team members to deliver seamless client service.

• Use agency management systems accurately and timely to enter and maintain all required information.
• Ensure adherence to industry regulations company standards and client requirements.

• Education: High school diploma or equivalent required; associate or bachelors degree preferred.
• Licensing: Active Property & Casualty (P&C) insurance license or ability to obtain within a specified timeframe.
• Experience: Two or more years of commercial lines servicing experience preferred.
• Knowledge: Working knowledge of commercial insurance products (e.g. general liability property workers compensation auto umbrella).
• Technical Skills: Proficiency with agency management systems (e.g. Applied Epic AMS360 or similar).
• Communication: Strong written and verbal communication skills.
• Organizational Skills: Excellent organizational and time-management abilities.
• Attention to Detail: High level of accuracy and attention to detail.
• Professional Development: Demonstrated interest in continuing to build industry knowledge and expertise.

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