Commercial Lines Customer Service Representative

Job Title:

Commercial Lines Customer Service Representative Department:

Commercial Lines Reports to:

Commercial Lines Manager Job Summary:

The Commercial Lines Customer Service Agent supports the service team by handling day-to-day client requests, processing policy changes, and ensuring accurate and timely execution of service tasks. This role focuses on operational excellence, responsiveness, and supporting Account Managers in delivering a high-quality client experience.

Duties/Responsibilities:

Respond to client service requests (COIs, policy changes, billing questions, etc.) Process endorsements, cancellations, and reinstatements Issue certificates of insurance accurately and on time Provide prompt, accurate responses to client inquiries Maintain accurate client and policy records in agency management system Enter and update policy data and documentation Support Account Managers and Producers with renewal preparation and data gathering Follow up with carriers on pending service items Process producer and client requests (changes, cancellations, binders, COIs) Route complex or coverage-related issues to Account Managers or Producers Manage assigned activities and service workflows Meet turnaround time and service standards Ensure accuracy and completeness of all servicing transactions Assist with claims reporting and basic client guidance Support overall team efficiency and service quality

Required Skills/Abilities:

Excellent verbal and written communication skills. Excellent interpersonal and customer service skills. Excellent organizational skills and attention to detail. Excellent time management skills with a proven ability to meet deadlines. Strong analytical and problem-solving skills. Proficient with Microsoft Office Suite or related software.

Education and Experience:

High school diploma or equivalent. At least two years related experience in insurance preferred. Property & Casualty licensed required preferred Certified Insurance designations are a plus

Physical Requirements:

Prolonged periods of sitting at a desk and working on a computer. Must be able to lift up to 10 pounds at times.

Salary:

$40,000 - $50,000

Benefits:

401(k) matching Dental insurance Flexible schedule Health insurance Paid time off Supplemental pay types: Bonus pay Weekly day range: Monday to Friday We believe in providing a flexible work/home experience for our team and typically run a hybrid schedule of work from home a couple days per week as well as in the office after initial training period.

License/Certification:

Property & Casualty License (

Preferred Pay:

$40,000.00 - $50,000.00 per year

Benefits:

401(k) Dental insurance Flexible schedule Health insurance Paid time off

Education:

High school or equivalent (Required)

Experience:

Insurance :

2 years (Preferred)

License/Certification:

Property & Casualty License (Preferred)

Work Location:

In person