Commercial Lines CSR

The Jonus GroupMoline, IL
1d

About The Position

Seeking a dedicated and detail-oriented Commercial Lines Customer Service Representative (CSR) to join a dynamic team. The ideal candidate will excel at providing exceptional customer service and support for commercial clients by managing insurance accounts, addressing client inquiries, and maintaining long-term client relationships. This role is an excellent opportunity for a motivated individual who thrives in a fast-paced, collaborative environment and is passionate about delivering solutions to meet client needs.

Requirements

  • 2+ years of experience in commercial insurance or customer service, with a strong understanding of policy coverages and industry practices.
  • Strong organizational skills and attention to detail, ensuring accuracy in all aspects of client account management.
  • Exceptional verbal and written communication skills, with the ability to clearly explain policies and service offerings to diverse clients.
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook), and familiarity with insurance agency management systems (e.g. AMS360, Applied Epic) is a plus.
  • Demonstrated ability to work effectively in a team-oriented environment while also managing individual tasks and deadlines independently.
  • Holds an active P&C (Property and Casualty) insurance license.

Responsibilities

  • Provide outstanding customer service by addressing inquiries, resolving issues, and ensuring client satisfaction on all commercial lines accounts.
  • Assist with the management of client accounts, including policy renewals, changes, endorsements, and cancellations in a timely and accurate manner.
  • Collaborate with Account Managers and Producers to prepare quotes, proposals, and other client-facing documents to support business growth efforts.
  • Maintain accurate and organized client records, data entry, and account-related documentation in compliance with company and industry standards.
  • Serve as a key point of contact for commercial clients, ensuring their needs are met and fostering strong working relationships.
  • Stay informed about industry trends, insurance products, and any changes to laws or regulations that may impact clients.
  • Proactively identify cross-sell opportunities and assist in upselling relevant insurance products to meet client needs.
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