Commercial Lines Client Service Representative

Correll Insurance Group•Knoxville, TN

19h•Onsite

About The Position

A Commercial Lines Client Service Representative (CSR) provides support to businesses with their insurance needs. This role involves handling policy changes, renewals, endorsements, and addressing client inquiries related to coverage, billing, and claims. CSRs act as the first point of contact for clients and work to resolve issues, process documentation, and maintain accurate records within the agency management system.

Requirements

At least 1 - 3 years of relevant work experience
Excellent phone etiquette and excellent verbal, written, and interpersonal skills
Ability to multi-task, organize, and prioritize work
High school diploma required
Possess a supportive and responsive manner with internal and external customers
Possess above average computer skills, existing proficiency is strongly preferred in various needed programs, such as AMS360, ImageRight, Excel, and Word
Ability to set up and conduct meetings in a virtual environment such as Teams and Zoom including the ability to share screens and make presentations (ex. PowerPoint, Proposals, etc.)

Responsibilities

Responding to client inquiries, processing policy changes (endorsements, cancellations), and issuing certificates of insurance, binders, and auto ID cards.
Assisting with renewals, gathering underwriting information, and preparing necessary documentation.
Interacting with insurance carriers to follow up on outstanding issues and ensuring timely communication with clients.
Maintaining accurate records in the agency management system, processing audits, and handling loss-run documentation.
Working with Account Managers, Producers, and other team members to provide comprehensive support to clients.