Commercial Lines Agent

Job Description

Job Description

Commercial Lines Agent / Customer Service Representative

An established independent insurance agency serving the Durham/Chapel Hill area for more than 70 years is seeking a motivated professional to join our Commercial Lines team as a Commercial Lines Agent / Customer Service Representative (CSR) .

This position is an excellent opportunity for a driven insurance professional interested in building a long-term career in commercial insurance. The successful candidate will work closely with an experienced Commercial Lines Agent who will provide mentorship and hands-on training to help strengthen skills in commercial insurance, account management, sales, and client service.

Responsibilities

• Assist with the creation, quoting, and issuance of new commercial insurance policies
• Provide ongoing customer service and account management for existing commercial client
• Respond to client questions regarding coverage, policies, renewals, billing, and other insurance needs
• Review existing accounts and identify opportunities for additional or improved coverage
• Support policy renewals, endorsements, certificates of insurance, and other policy changes
• Communicate with insurance carriers to obtain quotes and resolve policy-related issues
• Develop strong relationships with current and prospective clients
• Participate in sales and business development efforts to help grow the agency's commercial book of business
• Maintain accurate and organized client and policy documentation

Qualifications

• Active Property & Casualty insurance license required
• Commercial lines insurance experience preferred
• Strong communication and interpersonal skills
• Highly motivated, proactive, and eager to learn
• Comfortable working with clients and developing professional relationships
• Strong organizational skills and attention to detail
• Ability to manage multiple priorities in a fast-paced environment
• Interest in sales, customer service, and account management

What We Offer

• Hands-on training and mentorship from an experienced Commercial Lines Agent
• Opportunity to expand knowledge of commercial insurance, sales, account management, and customer service
• Career growth within a well-established independent insurance agency
• Exposure to a variety of commercial clients and insurance products
• A collaborative environment where you can develop your expertise and build a long-term career

This is an ideal opportunity for someone who is ambitious, personable, detail-oriented, and motivated to grow within the commercial insurance industry.