Commercial Insurance Customer Service Representative

Job Description

Job Description

Benefits:

• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

Job Summary:
We are looking for a detail-oriented professional to join our commercial insurance team. You will work with clients, producers, and carriers, managing the end-to-end processing of commercial policies while delivering exceptional service to our business partners.

Key Responsibilities:

• Service & Relationship Management: Act as a point of contact for business clients regarding coverage inquiries, billing issues, and policy updates.
• Certificate & Documentation Processing: Issue Certificates of Insurance (COIs), Evidence of Property, auto ID cards, and binders with high accuracy and speed.
• Renewal & Marketing Support: Prepare renewal applications and summaries of insurance; request loss runs and renewal quotations from carriers.
• Policy Auditing: Review policy audits for accuracy and facilitate corrections between the client and carrier to ensure proper billing.
• Endorsement Management: Process complex endorsement requests, including adding/removing equipment, vehicles, or additional insureds.
• Data Integrity: Maintain precise records of all client interactions and transactions in the our agency management system.

Qualifications & Skills:

• Licensing: Must obtain P/C license within 90 days of hiring.
• Software Proficiency: Ability to navigate agency management systems.
• Core Competencies: Extreme attention to detail, ability to handle high-stakes business accounts, and strong multitasking skills in a fast-paced environment.