Commercial Lines CSR
About The Position
The Commercial Lines Customer Service Representative (CSR) serves as the primary point of contact for commercial insurance clients, providing support and service for their insurance needs. The role calls for a proactive problem-solver with strong attention to detail and a commitment to delivering a superior customer experience. The CSR works with clients on policy changes, endorsements, billing questions, claims reporting, coverage information, and renewals. The position also collaborates with account managers and underwriters, maintains client records in the agency management system, follows up on renewals and outstanding documents, and refers potential cross-selling or up-selling opportunities to the appropriate team. The job description notes that duties and responsibilities may be modified at the employer’s discretion.
Requirements
- High school diploma or equivalent.
- Strong knowledge of commercial insurance products, terminology, and procedures.
- Excellent verbal and written communication skills, including the ability to explain complex information clearly.
- Strong organizational skills and attention to detail, with the ability to manage tasks and meet deadlines.
- Collaborative team-player attitude and strong work ethic.
- Strong problem-solving skills and a client-focused mindset.
- Commitment to personal growth and staying current with industry standards.
- Valid Property and Casualty Insurance License, or ability to obtain one within 90 days of hire.
Nice To Haves
- One to three years of experience in commercial insurance customer service, account management, or a related field; this experience is preferred.
- Post-secondary education or insurance-related certifications, such as CIC or CISR.
- Proficiency in office software, such as Microsoft Office Suite.
- Experience with agency management systems, such as AMS360 or Applied Epic.
Responsibilities
- Serve as the primary contact for commercial insurance clients, addressing inquiries, processing requests, and resolving concerns.
- Assist clients with policy changes, endorsements, billing questions, and claims reporting.
- Provide accurate information about commercial insurance coverage options, updates, and renewals.
- Collaborate with account managers and underwriters to align policies with clients’ business needs.
- Maintain client records, including documentation and policy changes, in the agency management system.
- Follow up on renewal processes, outstanding documents, and other client communications.
- Identify cross-selling and up-selling opportunities and refer leads to the appropriate team.
- Stay informed about industry trends, market updates, and company products to provide well-informed recommendations.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
