Commercial Lines Insurance Customer Service Representative

Commercial Lines Insurance Customer Service Representative

On behalf of our client we are looking for a Commercial Lines Insurance Customer Service Representative. The Commercial Lines Client Service Representative plays a vital role in supporting our commercial clients and ensuring their insurance needs are met with professionalism and care. As the primary point of contact for business clients, you will deliver exceptional service, provide expert guidance on commercial coverage, and maintain strong client relationships. This position is key to sustaining our reputation for excellence and driving client retention. The ideal candidate has a strong background in customer service and experience working with commercial insurance accounts. They excel at building lasting relationships with business clients and explaining complex coverage in clear, understandable terms. Highly organized and detail-oriented, they thrive in fast-paced environments and manage multiple priorities with accuracy. Their proactive communication and commitment to service excellence make them an invaluable member of the team.

Key Responsibilities

• Provide timely and professional assistance to commercial clients regarding their insurance policies, including coverage questions, billing inquiries, and policy changes.
• Process new business applications, renewals, endorsements, audits, and cancellations accurately and efficiently.
• Proactively identify client needs and recommend appropriate coverage options or enhancements to protect their business.
• Maintain accurate client and policy information in the agency management system.
• Assist in the claims process by guiding clients and collaborating with carriers to ensure fair and timely resolution.
• Coordinate with producers and underwriters to deliver comprehensive solutions for complex commercial accounts.

Skills, Knowledge and Expertise

• Education: High school diploma or GED required.
• Experience: 2+ years in a customer service role, preferably within commercial insurance.
• Licensing: Property & Casualty (P&C) license.
• Demonstrated ability to deliver exceptional client service.
• Excellent verbal and written communication skills.
• Strong organizational skills with attention to detail.
• Proficiency with office software (Microsoft Office, Google Suite).
• Experience with an agency management system is a plus.

Core Competencies

• Customer Focus Building strong relationships and delivering client-centric solutions.
• Interpersonal Savvy Relating openly and comfortably with diverse groups of people.
• Communicates Effectively Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences.
• Action Oriented Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm.
• Balances Stakeholders - Anticipating and balancing the needs of multiple stakeholders

BENEFITS - 401k PTO Parking & Transportation STD/LTD Medical

About Red Clover HR

We specialize in delivering innovative solutions and exceptional services to meet the diverse needs of our clients. With a strong commitment to quality and customer satisfaction, we strive to exceed expectations and drive success in every project we undertake. Apply Now

Our Hiring Process

Stage 1: Applied

Stage 2: Review

Stage 3: Interview

Stage 4: Hired

Don't worry if you don't see any roles you want to apply for now. Register your interest to allow us to contact you when a suitable role meeting your criteria comes along, whether internally at Red Clover or with one of our clients.

Register Your Interest