REQUIREMENTS:

• High school diploma or equivalent
• Proven experience as a Customer Service Representative in a commercial lines insurance agency or related industry.
• Thorough understanding of commercial insurance products.
• Familiarity with insurance policy terms, coverage types, and industry regulations.
• Communicate effectively with clients, team members, and insurance carriers.
• Strong problem-solving skills and the ability to address client concerns with empathy and professionalism.
• Detail-oriented with exceptional organizational and time-management abilities.
• Proficient computer skills, including experience with agency management systems and Microsoft Office Suite, Epic (Applied Systems) preferred.
• Ability to multitask and manage multiple priorities.
• Active 4-40, 20-44, 2-20 License
• Prior experience (preferred).

• Serve as the primary point of contact for commercial lines insurance, responding to clients concerns with professionalism and empathy.
• Process policy changes and additions to meet clients’ evolving coverage needs.
• Assist clients with insurance policy renewals and rewrites.
• Obtain quotes and coverage options for new policies and policy amendments based on client’s needs.
• Review policy with clients.
• Handle policy cancellations and reinstatements while following company guidelines and regulations.
• Provide support and guidance to clients throughout the claims process, liaising with the claims department as needed.
• Maintain accurate data entry in our management system.
• Educate clients on various commercial insurance products, coverage options, and risk management strategies.
• Stay informed about industry trends, regulations, and advancements in commercial insurance to enhance knowledge and service delivery.