Commercial Customer Service Representative

Leavitt Group•Cedar City, UT

5d•$45,000 - $50,000

About The Position

The Commercial Customer Service Representative is a commercial lines account servicing role supporting small to medium-sized commercial accounts. The representative serves as a primary day-to-day contact for clients, agencies, carriers, and brokers, and handles renewals, policy processing, carrier interactions, customer service, and account management. The role involves working independently while supporting the broader agency team.

Requirements

Property & Casualty license required.
Strong communication, negotiation, organizational, and customer service skills.
Ability to work independently while maintaining a team-oriented environment.
Proficiency with Microsoft Word, Excel, internet applications, and general office systems.

Nice To Haves

3+ years of commercial insurance experience preferred.

Responsibilities

Service small to medium-sized commercial accounts and act as the primary day-to-day contact for clients, agencies, carriers, and brokers.
Maintain renewals, submit applications to carriers, negotiate pricing, review quotes, and amend coverage as needed.
Process policy changes, endorsements, cancellations, binders, certificates, invoices, and related insurance documents.
Prepare insurance proposals, summaries, and client documents.
Maintain accurate records in the agency management system and perform account servicing activities through carrier websites.
Handle billing, premium collection, and account reconciliation.
Provide customer service, problem solving, and communication with clients, agencies, and carriers.
Mentor other CSRs and contribute to team operations.