Commercial Insurance Client Service Specialist (10120)

Job Description

Job Description

About the Role

A Charlotte independent insurance agency seeks help from a  Commercial Lines CSR  who has worked on Applied Epic to support the account management team with policy administration and backroom support. 

Location:  Charlotte, NC

Duties & Responsibilities

Customer Service Representatives help account managers with daily policy management and renewal preparation for mid-sized commercial insurance clientele.

• Assist with preparation for current accounts during the renewal period
• Process changes online through insurance company websites
• Daily activity follow up and correspondence with clients, producers, and insurance company underwriters
• Process auto ID cards, new & renewal policies, endorsements, cancellations, audits, claims, and loss runs
• Update applications and Acord forms

Skills & Experience

• At least one (1) year of commercial insurance property and casualty experience
• Proficiency with the agency management system Applied Epic

Capstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry! Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm). We work nationally with expertise that spans top executives, middle management and technical level positions. We are committed to providing recruiting services of the highest degree of confidentiality, professionalism and integrity.

Company Description

Capstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry! Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm). We work nationally with expertise that spans top executives, middle management and technical level positions. We are committed to providing recruiting services of the highest degree of confidentiality, professionalism and integrity.