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Commercial Lines Customer Service Agent

The Jonus Group

Job Description

Customer Service Representative
Job Summary

Seeking a dedicated and detail-oriented Customer Service Representative to join a Property & Casualty division. In this role, will provide responsive and accurate support to commercial insurance clients, ensuring a consistently positive client experience. You will collaborate with producers and account managers to service accounts, process policy changes, coordinate renewals, and deliver exceptional service.
Compensation Package
  • Competitive salary based on experience and qualifications
  • Comprehensive benefits package, including health, dental, and vision insurance
  • Paid time off and holidays
  • Opportunities for professional development and industry certifications
Responsibilities
Client Service & Communication
  • Manage communications related to renewals, policy changes, audits, and billing.
  • Respond promptly to client inquiries regarding coverage, billing, and claims.
  • Issue certificates of insurance and maintain accurate policy documentation.
Policy Servicing & Account Management
  • Service a portfolio of commercial accounts across various industries.
  • Process endorsements, cancellations, certificates, and other policy changes.
  • Organize and prioritize workflows for an assigned book of business.
Renewals, Marketing & Proposals
  • Prepare and review renewal submissions, applications, and proposals for new and existing business.
  • Coordinate with underwriters and carriers to obtain quotes and coverage options for renewal business.
  • Support producers and account managers in marketing new and renewal business, with a focus on retention.
Coverage Analysis & Collaboration
  • Understand complex exposures, including specialty product lines.
  • Partner with sales professionals to evaluate exposures, analyze loss trends, and recommend appropriate coverage solutions.
  • Collaborate with producers, underwriters, and internal team members to deliver seamless client service.
Systems, Documentation & Compliance
  • Use agency management systems accurately and timely to enter and maintain all required information.
  • Ensure adherence to industry regulations, company standards, and client requirements.
Qualifications/Requirements
  • Education : High school diploma or equivalent required; associate or bachelor's degree preferred.
  • Licensing : Active Property & Casualty (P&C) insurance license or ability to obtain within a specified timeframe.
  • Experience : Two or more years of commercial lines servicing experience preferred.
  • Knowledge : Working knowledge of commercial insurance products (e.g., general liability, property, workers' compensation, auto, umbrella).
  • Technical Skills : Proficiency with agency management systems (e.g., Applied Epic, AMS360, or similar).
  • Communication : Strong written and verbal communication skills.
  • Organizational Skills : Excellent organizational and time-management abilities.
  • Attention to Detail : High level of accuracy and attention to detail.
  • Professional Development : Demonstrated interest in continuing to build industry knowledge and expertise.

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Vacancy posted 5 days ago
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