What are the responsibilities and job description for the Commercial Lines CSR position at Atlantic Group?
Job Overview – Commercial Lines Customer Service Representative (CSR):
Join our client as a Commercial Lines Customer Service Representative (CSR) in Delaware County, PA. In this on-site role, you will provide exceptional customer service, process policy changes, and support the renewal and new business workflows for a dynamic insurance team.
Compensation: $50,000 - $65,000/year bonus
Location: Delaware County, PA
Schedule: Monday to Friday (In-Office)
Responsibilities as the Commercial Lines Customer Service Representative:
- Customer Service: Deliver outstanding customer service to build and maintain strong client relationships.
- Policy Administration: Process policy change requests, manage endorsements, and issue new and renewal Certificates of Insurance and Automobile ID Cards.
- Record Management: Maintain accurate records within the agency management system and electronic files.
- Document Creation: Develop basic Excel spreadsheets and Word documents for internal and client use.
- Billing Oversight: Follow up on billing issues, cancellations, and other payment-related matters with insurance carriers.
- Renewal Support: Assist the team in the renewal and new business process, from account preparation through binding.
Qualifications for the Commercial Lines Customer Service Representative:
- Education: Bachelor’s degree in Business, Finance, or a related field.
- Licensure: Property & Casualty (P&C) License required or obtainable within 90 days of hire.
- Experience: Minimum of 2 years of Broker experience.
- Technical Skills: Proficiency in Microsoft Office (Excel, Word, PowerPoint) with AMS360 or EPIC experience preferred.
- Skills: Team-oriented, detail-focused, and efficient, with strong leadership, multitasking, organizational, analytical, and communication abilities.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.
Salary : $50,000 - $65,000
