Commercial Insurance Customer Service Representative

The Jonus GroupBakersfield, CA
$52,000 - $60,000Hybrid

About The Position

Seeking a dedicated and detail-oriented Commercial CSR to join a close-knit and well-established team. This role is pivotal in supporting a commercial department by handling back-end tasks such as Certificates of Insurance (COI), endorsements, policy changes, and day-to-day service needs. You will work closely with 1-2 account managers to ensure seamless operations and exceptional client service. This is a full-time, in-office position with the potential for one remote day per week after full training.

Requirements

  • High school diploma or equivalent
  • Minimum of 2 years in the workforce
  • Strong communication skills, attention to detail, and a willingness to learn

Nice To Haves

  • Prior experience in insurance or financial services is a plus
  • Property & Casualty (P&C) license preferred but not required
  • Proficiency in Epic or similar agency management software is preferred

Responsibilities

  • Process endorsements, policy changes, and Certificates of Insurance (COI)
  • Provide day-to-day service and support for commercial accounts
  • Collaborate with account managers to ensure timely and accurate completion of tasks
  • Maintain accurate records and documentation in the agency management system (Epic)
  • Support a variety of accounts, including agriculture, construction, trucking, oil and gas, and captives, with account sizes ranging from $5,000 to $200,000

Benefits

  • Competitive benefits package
  • 401(k)
  • paid time off
  • professional development opportunities
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