Commercial Insurance CSR

Client Service Representative (CSR) - Commercial Insurance

Hybrid | Competitive Benefits

A regional insurance brokerage with deep roots in Westchester County, NY is seeking a skilled Client Service Representative (CSR) to join its growing commercial team. This role is ideal for a detail-oriented professional with strong servicing background, ready to support the commercial account managers and clients in securing tailored coverage solutions. You'll play a central role by managing the back office and maintaining system integrityall while contributing to a collaborative, client-focused environment.

Key Responsibilities:

• Prepare ID Cards, Certificates of Insurance, and Evidence of Property Insurance
• Monitor and follow up on Direct Notices of Cancellation (DNOCs)
• Assist with Quoting
• Support Billing by preparing invoices, following up on payments, and responding to inquiries
• Process Endorsement Requests
• Maintain accurate documentation and ensure timely follow-ups

Why Join This Agency:

• Privately held, with over 100 years in the Northeast
• Expedited growth opportunities
• High-growth mode organization, privately held
• 401k, PTO, Medical, Dental, Vision, Major Medical. Generous PTO

Qualifications:

• Prior experience in commercial insurance processing and account servicing
• Familiarity with AMS360 or Epic systems preferred
• Strong organizational and communication skills
• Ability to work independently and collaboratively in a hybrid setting

This role is ideal for someone who thrives in a fast-paced environment and is eager to grow within the insurance industry.

For consideration, please email your resume to the agency's search consultant at View email address on click.appcast.io.

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.