Commerial CSR

Commercial CSR

Seeking a dedicated and detail-oriented Commercial Customer Service Representative (CSR) to join a team. This role is integral to providing exceptional service to clients and ensuring smooth operations within an organization. The ideal candidate will bring expertise in Property & Casualty (P&C) insurance a strong customer service background and a proactive approach to problem-solving.

• Salary Range: $54000 - $62000 annually commensurate with experience.
• Benefits: Competitive benefits package 401(k) paid time off professional development opportunities etc.

• Serve as the primary point of contact for commercial clients addressing inquiries and resolving issues promptly and professionally.
• Manage and maintain client accounts ensuring accuracy and compliance with company policies and industry regulations.
• Utilize software tools such as Epic and Pipe Drive to track and manage client interactions and account details.
• Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
• Support the sales team by identifying opportunities for account growth and cross-selling additional services.
• Participate in regular team meetings and contribute to process improvement initiatives.

• Licensure/Designations: Active Property & Casualty (P&C) license required.
• Experience:
  • Preferred: 2 years of experience in a similar role within the insurance industry.
  • Familiarity with managing commercial accounts is highly desirable.
• Technical Skills: Proficiency in Epic and Pipe Drive software is preferred.
• Strong communication and interpersonal skills with the ability to build and maintain client relationships.
• Detail-oriented with excellent organizational and time-management abilities.
• Self-motivated and capable of working both independently and collaboratively in a team environment.

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