Customer Service Representative (Commercial Lines)

A Customer Service Representative (CSR) plays a critical role in maintaining strong client relationships and supporting the smooth operation of daily agency functions.

Key Responsibilities

Client Communication

Respond to incoming calls and emails from clients regarding policies, billing, and general service inquiries.

Provide clear, timely, and professional assistance while addressing client questions and concerns.

Policy Service

Process policy changes, endorsements, and cancellations as requested by clients.

Issue certificates of insurance and other policy-related documentation.

Administrative Support

Maintain accurate and up-to-date client records within the agency management system.

Manage incoming and outgoing mail, faxes, and other correspondence.

Assist with billing inquiries and payment processing as needed.

Problem Resolution

Serve as a liaison between clients and insurance carriers to resolve service issues, billing discrepancies, and other concerns in a timely and professional manner.

Skills and Qualifications

Strong verbal and written communication skills.

Exceptional organizational abilities with strong attention to detail.

Proficiency in Microsoft Office Suite (Word, Excel, Outlook).

Ability to multitask and prioritize tasks in a fast-paced environment.

Positive attitude with a genuine passion for helping clients.

Associate’s or Bachelor’s degree in a relevant field

Active P&C insurance license

2+ years of related experience, including work in insurance offices, carriers, agencies, brokers, or call centers

Bilingual (English/Spanish) preferred

Pay: $45,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person