Commercial Lines CSR

Job Description

Commercial Lines CSR

Job Summary

A growing agency is looking for a Commercial Lines CSR to join their team. This integral position provides essential service and support functions, ensuring the smooth operation of the agency. Key responsibilities include issuing COIs, handling back-office tasks, managing the RFP process, assisting with writing new business, and more. If you're detail-oriented, have excellent communication skills, and are dedicated to delivering top-notch customer service, we encourage you to apply!

Responsibilities

• Assist in day-to-day account management.
• Address client inquiries, coverage, and policy questions promptly and professionally.
• Handle claims inquiries and facilitate the claims process for clients.
• Cultivate strong client relationships through regular communication and proactive support.
• Act as a reliable point of contact for clients, addressing their needs and concerns.
• Demonstrate a strong understanding of the underwriting process, including new and renewal business.
• Assist in providing quotes for new and renewal business, as needed.
• Maintain accurate and organized client files and documentation.
• Prepare and process policy endorsements, certificates of insurance, and other required documents.
• Assist with policy issuance and ensure all documentation complies with industry standards.
• Collaborate with the sales team to support client acquisition and retention efforts.
• Assist in identifying upsell and cross-sell opportunities for existing clients.
• Participate in the preparation of insurance proposals and presentations.
• Assist in assessing client risk profiles to recommend appropriate coverage options.
• Stay informed about industry regulations and compliance requirements.
• Ensure all client transactions and documentation adhere to industry standards and legal guidelines.
• Play a key role in client retention efforts by delivering exceptional service and building strong client loyalty.
  
  

Qualifications/Requirements

• Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
• Possesses a full knowledge of insurance products and usages.
• Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
• Holds an active Property and Casualty (P&C) Insurance License.
• Preferred Agency Management System Experience: AMS360
• 3 years of relevant insurance industry experience preferred.
• Previous marketing experience is required.
• Previous experience handling RFPs is required.
• Above average computer skills with the capacity to master essential software programs.
  
  

Compensation Package

• Compensation: Between $50k-$70k (based on experience).
• Competitive benefits package, paid time off, professional development opportunities, etc.
• Remote work schedule available.
  
  

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.