Job Title: Commercial Lines Customer Service Representative (CSR)

Overview :

A forward-thinking independent insurance broker seeks a dedicated Commercial Lines CSR. This role involves providing outstanding and timely client service in collaboration with our seasoned Account Executives and Producers. The ideal candidate will play a crucial role in maintaining and enhancing client relationships through expert management of their accounts.

Responsibilities:

• Maintain a working knowledge of Property and Casualty accounts, tailoring this knowledge to a diverse client base.
• Investigate and respond to client questions regarding policies and coverages with accuracy and detail.
• Efficiently market and quote both new and renewal business, achieving favorable coverage and cost outcomes for clients.
• Interact professionally with carrier underwriters and utilize online rating portals to secure competitive quotes.
• Systematically organize and manage information for account renewals, ensuring a streamlined process.

Qualifications :

• A minimum of one year's experience in the insurance industry, particularly in Commercial Insurance.
• A current Property & Casualty (P&C) license is preferable.
• Comprehensive understanding of the insurance and/or brokerage sector.
• Technical expertise in product areas and industry practices.
• The capacity to provide insightful risk management consultation and advice to our management team.
• Proficiency with standard computer software, including the Microsoft Office suite (Word, Excel, Outlook).
• Strong verbal and written communication skills, capable of engaging professionally with clients and internal teams.

We offer a dynamic work environment where your contributions are valued and recognized. Join us in delivering tailored insurance solutions with a personal touch. If you are ready to take your career to the next level and contribute to our clients' success, apply to join our team today.