CSR 2

Poms & Associates Insurance Brokers LLC•Fresno, CA

just now•$51,000 - $57,000•Hybrid

About The Position

We are seeking a CSR 2 is an experienced service professional responsible for commercial policy servicing, technical insurance support, and resolution of complex account issues. This role works independently, supports higher-level servicing activities, and serves as a resource for the support team. The CSR 2 is expected to demonstrate strong technical knowledge, accuracy, and ownership while supporting service excellence across the agency.

Requirements

Strong knowledge of commercial insurance coverages, policy forms, endorsements, and servicing processes
Ability to review policies for accuracy and identify coverage discrepancies
Strong analytical, problem-solving, and organizational skills
Ability to manage multiple priorities and deadlines with minimal supervision
Strong communication and customer service skills
Proficiency with agency management systems (AMS) and carrier technology platforms
Strong attention to detail and commitment to quality standards
Proficient knowledge of Microsoft Office Suite (Word, Excel, Outlook) and the willingness to learn and use all computer programs as required.
Maintain confidential information with the utmost discretion; consistently adheres to all applicable privacy, compliance, and regulatory requirements.
Active Property & Casualty (P&C) insurance license required.
Minimum of two (2) years of commercial insurance experience.

Responsibilities

Process complex Certificates of Insurance (COIs), Evidence of Property Insurance (EPIs), endorsements, cancellations, and reinstatements
Complete policy processing, policy maintenance, and data management within the agency management system (AMS & WorkSmart)
Review and interpret policy forms, endorsements, and carrier communications to ensure accuracy and completeness
Review policy checking results and ensure coverage, forms, and documentation are accurate
Manage automatic renewals and collect renewal updates and supporting information
Prepare Statements of Values (SOVs), coverage summaries, loss run requests, and Motor Vehicle Reports (MVRs)
Process audits, agency bill invoicing, incoming mail, downloads, and document management activities
Independently resolve complex service issues while maintaining service quality and accuracy standards
Maintain working knowledge of commercial coverages, including General Liability, Workers Compensation, Business Auto, Property, Umbrella, Professional Liability, Cyber Liability, and Management Liability.
Assist with quality control efforts by reviewing work for accuracy and identifying opportunities to improve workflows and efficiency
Participate in training initiatives and departmental process improvement efforts
Support department service standards by helping manage team workload, meeting service expectations, and ensuring timely completion of assigned tasks
Adhere to agency SOPs, service standards, and best practices to ensure consistent and accurate service delivery.