Insurance Commercial Lines Customer Service Agent
First United Bank
Insurance Commercial Lines Customer Service Agent
The Commercial Lines Customer Service Agent Small Business performs the essential functions of the position, which include supporting the agency sales team and agency renewal and new business service teams. They will optimize small business renewals through managing the small business renewal process and nurturing client relationships. This position must meet sales, service, and quality standards adopted by the agency.
Major duties and responsibilities (essential functions) include:
- Service Commercial Lines Book of Business Endorsements Billing/payments (invoice transactions, record payments, prepare finance agreements)
- Claims Create new/renewal business submissions
- Loss runs (create letters, order loss runs / obtain/order experience modifiers)
- Gather & help complete supplemental applications & supporting documentation
- Issue certificates, evidence of insurance, auto id cards and binders
- Check and mail out policies
- Create proposals for agent- if needed
- Cancellation tracking and processing (pending and cancelled)
- Audit tracking Bond
- Remarkets
- Quote account rounds for existing CL business
- Keep up with carrier updates and underwriting information
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and Work Experience:
- High School diploma or GED equivalent
- College degree preferred
- Industry knowledge preferred
- Obtain and maintain applicable licensing
- Insurance designation preferred
Technical/Functional Competencies:
- Proficient in PC operating systems- Applied Epic
- Proficient Microsoft office
- Knowledge of and experience with Carrier websites
- Knowledge of and experience with Comparative rater websites
This position follows a 4?1 workweek and is an in?office role. Employees are expected to be on?site four days per week and may work remotely one day per week.
First United BankVacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Insurance Commercial Lines Customer Service Agent in Plano, TX vacancy
$50k - $70k
The Insurance Office of America is seeking a Senior Account Associate for Commercial Lines to provide administrative and customer service support. This remote position focuses on agricultural and construction accounts, ensuring high service standards. Ideal candidates will...CommercialRemote job$50k - $70k
Insurance Office of America is seeking a Senior Account Associate - Commercial Lines, based in Texas, to provide administrative support and excellent customer service. This position is remote and involves policy management, team leadership, and client engagement. The ideal...CommercialRemote job- Insurance Office of America is seeking a Senior Account Associate - Commercial Lines to provide administrative and customer service support to the account team, ensuring quality standards are met. This role is remote, allowing you to effectively manage client accounts and...CommercialRemote job
$70k - $90k
Insurance Office of America is seeking an Account Manager for Commercial Lines, fully remote for candidates in Central or Mountain Time Zones. The role involves managing... ...business, focusing on account retention, customer service, and policy management. The ideal candidate...CommercialRemote job$80k - $95k
Insurance Office of America is seeking a Senior Account Manager - Commercial Lines to manage a book of business, ensuring account retention and supporting new business... ...of the insurance industry, and excellent customer service skills. We offer company-paid health insurance...CommercialRemote jobWork at office- Work At Home Vintage Experts is seeking candidates with significant insurance experience to manage Commercial Lines client accounts remotely. Emphasizing exceptional customer service, the role involves preparing applications, reviewing policies, and coordinating with underwriters...CommercialRemote jobFull timePart timeWork from homeFlexible hours
- Insurance Office of America is seeking a Senior Account Associate to provide administrative support and customer service for a variety of accounts. This position involves leading a team, managing policy renewals, and ensuring compliance with company policies. The ideal...CommercialRemote job
$50k - $70k
Insurance Office of America is looking for a Senior Account Associate to provide administrative and customer service support to the account team. This remote role requires over 3 years of insurance customer service experience and strong analytical and communication skills...CommercialRemote jobWork at office- Insurance Office of America seeks a Senior Account Associate to provide customer service and administrative support primarily in a remote setting. Candidates should have over 3 years of experience in the insurance industry and excellent communication skills. You will manage...CommercialWork at officeRemote work
- Personal Lines Insurance Account Manager Join to apply for the Personal... ...Full Time BancFirst Insurance Services, Inc. is hiring a Personal... ...Provides proactive day-to-day customer service by anticipating... ...bank offering personal and commercial products, trust, insurance,...CommercialFull time
- ...Insurance Commercial Lines Senior Account Manager The primary role of a Commercial Lines Account Manager is to service our customers. The Account Manager is accountable for delivering high-quality and efficient service to both internal and external clients through the...CommercialWork experience placementWork at officeRemote work1 day per week
- At WAHVE, we value significant insurance experience and want to revolutionize the way... ...benefits! Responsibilities Manage Commercial Lines client accounts with the focus on building... ...by providing exceptional customer service. Prepare applications and market new...CommercialRemote jobFull timeContract workPart timeWork experience placementWork at officeWork from homeFlexible hours
$55k - $65k
Insurance Office of America is seeking a Senior Account Associate - Commercial Lines to provide administrative and customer service support remotely. This role involves managing client accounts, tracking renewals, and delivering excellent service. The ideal candidate should...CommercialRemote jobWork at office- Insurance Office of America is seeking a Senior Account Associate for Commercial Lines. This remote position involves providing administrative support and ensuring quality... ...will have over 3 years of insurance customer service experience and strong communication skills...CommercialRemote jobWork at office
$65k - $85k
Commercial Lines Account Executive Royalty Insurance Role Overview Royalty Insurance is seeking a results-driven Commercial Lines Account Executive to manage... ...through proactive account reviews and extraordinary service. New Business: Consistently generate new business leads...CommercialFull timeRoyalty Insurance Services LLC
The Colony, TX4 days ago- ...Insurance Commercial Lines Producer The Producer is responsible for prospecting, soliciting and selling new commercial accounts. Continuing... ...essential function of the position. Specific sales goals and service responsibilities are determined during yearly planning...Commercial
- ...connect clients with customized solutions across a range of insurance, reinsurance,... ...cybersecurity, mortgage services and more. In the... ...member of the Large Commercial Placement Team, the... ...specifications for each line of coverage, Acord... ...with a broker/agent, including marketing...CommercialImmediate startFlexible hours
- Insurance Office of America is seeking a Senior Account Associate focused on Commercial Lines. The role is primarily remote and requires providing administrative and customer service support while ensuring quality standards and resolving moderately complex customer issues...CommercialRemote jobWork at office
$80k - $95k
Insurance Office of America is seeking a Senior Account Manager - Commercial Lines to manage an assigned book of business, ensuring account retention and supporting new business. The candidate will handle customer service requests, coordinate activities, and serve as a...CommercialRemote jobWork at office- Insurance Office of America is seeking an Account Manager - Commercial Lines to manage a book of business, ensuring account retention and supporting new business initiatives... ...management team and providing excellent customer service while handling complex issues. The ideal...CommercialRemote jobWork at office
- Insurance Office of America is looking for a Senior Account Associate - Commercial Lines based in Frisco, Texas. The position offers remote work primarily for individuals... ...candidate will have 3+ years of relevant customer service experience in the insurance industry, strong...CommercialRemote job
- The Insurance Office of America is seeking a Senior Account Associate - Commercial Lines to provide top-notch administrative and customer service support. This fully remote position welcomes applicants from Florida, Texas, and Eastern Time Zone. Key responsibilities include...CommercialRemote job
$80k - $95k
Insurance Office of America is seeking a Senior Account Manager - Commercial Lines to manage an assigned book of business, ensuring retention and supporting new business. The role requires 5+ years of account management experience or 7+ years in the insurance industry,...CommercialRemote jobWork at office- Insurance Office of America is seeking an Account Associate - Commercial Lines to assist the account team with administrative and customer service tasks. The role focuses on ensuring accuracy and quality in insurance processes. Located in Plano, Texas, the position requires...CommercialRemote job
- Insurance Office of America is looking for a Senior Account Manager to manage a book of business while ensuring account retention and supporting new business endeavors. This role is fully remote with potential hybrid work requirements based on specific business needs. The...CommercialRemote jobWork at office
- Insurance Office of America is seeking a Senior Account Associate for Commercial Lines to provide outstanding administrative and customer service support remotely from Texas. This role involves managing policy expirations, performing client research, and ensuring excellent...CommercialRemote job
- The Insurance Office of America is looking for a Senior Account Manager - Commercial Lines in McKinney, Texas. This position offers a hybrid work model with responsibilities including managing an assigned book of business, ensuring retention, and supporting new business...CommercialRemote jobWork at office
$60k - $125k
...Here. Good things are happening at Berkshire Hathaway GUARD Insurance Companies—an A+ (Superior) rated, nationwide Property & Casualty... ...Responsibilities What You’ll Do Evaluate, select, and price commercial lines business while supporting the performance and profitability...CommercialWork at officeRemote workWeekend work$40k - $60k
Insurance Office of America is seeking an Account Associate - Commercial Lines. This remote role focuses on providing administrative support, ensuring service excellence, and maintaining compliance. Ideal candidates have significant customer service experience and must...CommercialRemote jobWork at office- Insurance Office of America is looking for a Senior Account Associate to provide administrative and customer service support to the account team. This remote position focuses on agriculture and construction clients. The ideal candidate will have over 3 years of customer...CommercialRemote jobWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Insurance Commercial Lines Customer Service Agent. Be the first to apply!
Related searches
- remote sales consultant Plano, TX
- territory sales representative Plano, TX
- inside sales representative - no cold calling Plano, TX
- sales specialist Plano, TX
- virtual sales representative Plano, TX
- customer sales representative Plano, TX
- b2b sales representative Plano, TX
- pre-sales consultant Plano, TX
- verizon sales consultant Plano, TX
- b2b sales representative - entry level Plano, TX