Commercial Lines CSR
About The Position
Seeking a detail-oriented and organized Commercial Lines Customer Service Representative (CSR) to join a team. This role is integral to supporting the Commercial Lines department by providing back-end administrative support, ensuring smooth operations, and maintaining high levels of client satisfaction. The ideal candidate will have prior experience in commercial lines insurance and a strong ability to work collaboratively in a team-oriented environment. This is not a client-facing role but will involve regular interaction with carriers and internal team members.
Requirements
- Minimum of 2 years of experience in commercial lines insurance
- Proficiency in AMS 360 or similar agency management software is highly desirable.
- Personable and approachable demeanor
- Strong organizational skills
- Team-oriented mindset
- Consultative approach to problem-solving
- Attention to detail and ability to multitask
Nice To Haves
- Property & Casualty (P&C) license
- prior experience with certificates
Responsibilities
- Providing back-end support for the Commercial Lines Account Management team.
- Handling endorsements, certificates, and policy updates in the agency management system.
- Preparing for policy renewals, including gathering loss runs, Motor Vehicle Reports (MVRs), and other necessary documentation.
- Following up on invoices and ensuring timely processing.
- Communicating with carriers to obtain policy information and resolve issues.
- Assisting the Account Management team in a pooled environment to ensure client needs are met.
Benefits
- Comprehensive benefits package, details provided upon request
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
11-50 employees
