Commercial Lines Customer Service Agent

Leavitt Group•Cedar City, UT

4d•$50,000 - $55,000

About The Position

The Commercial Lines Customer Service Agent works with the Account Manager to provide clients with timely, professional service. The agent develops knowledge of assigned accounts and is expected to meet the department’s Standard of Excellence for client service, professionalism, and work attitude. The role supports policyholders with inquiries and changes, certificates, claims, renewals, marketing and quotation activities, and customer correspondence. It also requires following department procedures and maintaining accurate, consistent client files in the agency management system.

Requirements

High school diploma or GED.
Effective verbal and written communication skills, including the ability to communicate information and respond to questions from clients, company personnel, and others.
Current Property and Casualty Insurance License.
Basic knowledge of insurance products.
Knowledge of insurance rating and underwriting.

Responsibilities

Process emails in agency inboxes and move renewal-related emails to the Account Manager’s folder.
Respond promptly to customer inquiries about policy changes and other matters.
Place certificate requests in the appropriate folder or process them as needed.
Assist the Account Manager with marketing during the marketing and quotation process.
Assist clients and policyholders with filing claims or making claim updates.
Process renewal certificates.
Prepare and process customer correspondence, certificates of insurance, binders, cancellation requests, insurance ID cards, and internal correspondence as requested.
Ensure activities and follow-ups are set and client files in the agency management system are updated and consistent.
Fulfill other duties as assigned.