What are the responsibilities and job description for the Commercial Lines Customer Service Representative position at Weatherby-Eisenrich Insurance?
About Weatherby-Eisenrich, A Division of Patriot Growth Insurance Services: Weatherby-Eisenrich Insurance is an independent insurance agency with locations in Andrews, TX, and Southlake, TX. We have served our clients and communities through committed service and quality products since 1934.
Position Overview: As a Commercial Lines Customer Service Representative, you will play a crucial role in providing exceptional service to our commercial insurance clients. You will be responsible for managing client accounts, addressing inquiries, processing policy changes, and assisting with claims. The ideal candidate will have a strong background in commercial insurance, excellent communication skills, and a dedication to delivering high-quality customer support.
This position requires a detail-oriented and organized professional who can thrive in a fast-paced environment, balancing multiple tasks and client needs. You will work closely with account managers, underwriters, and other team members to ensure client satisfaction and retention. By maintaining a thorough understanding of commercial insurance products and services, you will help clients navigate complex insurance policies and provide timely solutions to their concerns.
If you are customer-focused, proactive, and passionate about supporting business clients in their insurance needs, this position is a great fit for you.
Work Arrangement: This is a full-time position working in our office located in Andrews, TX
Professional Responsibilities:
- Respond to inquiries and requests from commercial insurance clients via phone, email, or in person.
- Process and manage commercial insurance policies
- Assist clients with claim submissions, provide claim status updates, and help resolve issues with adjusters or underwriters.
- Maintain regular communication with clients, providing updates on policy changes and billing.
- Prepare, review, and file insurance documents, ensuring accuracy and compliance with industry regulations.
- Address client concerns or issues and work with underwriters, brokers, or other departments to find timely solutions.
- Ensure compliance with all regulatory requirements, agency policies, and industry standards during all interactions with clients.
- Build and maintain strong relationships with commercial clients to foster retention and satisfaction.
- Enter and update client information and policy details in the company’s database and CRM system.
- Work closely with underwriters, agents, and other internal teams to ensure smooth processing of commercial policies.
- Provide clients with billing information, payment options, and assist with resolving payment-related inquiries.
Qualifications and Requirements:
- High school diploma or equivalent (required)
- Associate’s or Bachelor’s degree in Business, Insurance, or a related field (preferred)
- Minimum of 2-3 years of customer service experience in commercial insurance (required)
- Experience with policy management, quoting, or claims handling in a commercial insurance setting (preferred)
- Excellent interpersonal and communication skills (both oral and written)
- Proficient with use of Microsoft Office Suite and products
- A passion for being part of a team that drives our company to industry leadership
- Ability to establish and maintain effective working relationships with both peers and clients
- Authorized to work in the U.S. without sponsorship
About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,000 employees operating in over 160 locations across 47 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.
Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.
In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:
- Medical, Dental, and Vision Benefits
- Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
- Company paid Short-Term Disability, Long-Term Disability and Group Term Life
- Company paid Employee Assistance Program
- Paid Parental Leave
- Paid holidays
- Personalized PTO
- 401 (k)
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Paid time off
- Parental leave
- Vision insurance
Application Question(s):
- How many years of relevant experience do you have?
- How many years of insurance experience do you have?
- What is your desired salary range for the position?
Work Location: In person