Agente de líneas comerciales

The Sorgi Insurance Agency, Inc.; Durham (NC); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Hands-on mentorship

Career growth opportunities

Exposure to diverse client base

Collaborative team environment

Training and development

Job summary

The Sorgi Insurance Agency, Inc. in Durham is seeking a Commercial Lines Agent / CSR to join our Commercial Lines team.

You will work closely with an experienced Commercial Lines Agent who will provide mentorship and hands-on training to help strengthen skills in commercial insurance, account management, sales, and client service. The successful candidate will gain exposure to a variety of commercial clients and products, with hands-on training and a clear path for career growth within a

Qualifications

• Active Property & Casualty license is required.
• Commercial lines insurance experience preferred.
• Strong communication and interpersonal skills.
• Motivated, proactive, and eager to learn.
• Ability to build relationships with clients and colleagues.
• Excellent organization and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Interest in sales, customer service, and account management.

Responsibilities

• Assist with creating, quoting, and issuing new commercial policies.
• Provide ongoing service and account management for existing clients.
• Respond to client questions on coverage, renewals, billing, and needs.
• Review accounts and identify opportunities for additional coverage.
• Support renewals, endorsements, certificates, and policy changes.
• Communicate with carriers to obtain quotes and resolve issues.
• Develop relationships with current and prospective clients.
• Participate in sales and business development to grow the book of business.
• Maintain organized client and policy documentation.

Skills

Commercial lines experience

Strong communication

Sales interest

Account management

Education

Active Property & Casualty license

Job description

Commercial Lines Agent / Customer Service Representative

An established independent insurance agency serving the Durham/Chapel Hill area for more than 70 years is seeking a motivated professional to join our Commercial Lines team as a Commercial Lines Agent / Customer Service Representative (CSR).

This position is an excellent opportunity for a driven insurance professional interested in building a long-term career in commercial insurance. The successful candidate will work closely with an experienced Commercial Lines Agent who will provide mentorship and hands-on training to help strengthen skills in commercial insurance, account management, sales, and client service.

Responsibilities

• Assist with the creation, quoting, and issuance of new commercial insurance policies
• Provide ongoing customer service and account management for existing commercial client
• Respond to client questions regarding coverage, policies, renewals, billing, and other insurance needs
• Review existing accounts and identify opportunities for additional or improved coverage
• Support policy renewals, endorsements, certificates of insurance, and other policy changes
• Communicate with insurance carriers to obtain quotes and resolve policy-related issues
• Develop strong relationships with current and prospective clients
• Participate in sales and business development efforts to help grow the agency's commercial book of business
• Maintain accurate and organized client and policy documentation

Qualifications

• Active Property & Casualty insurance license required
• Commercial lines insurance experience preferred
• Strong communication and interpersonal skills
• Highly motivated, proactive, and eager to learn
• Comfortable working with clients and developing professional relationships
• Strong organizational skills and attention to detail
• Ability to manage multiple priorities in a fast-paced environment
• Interest in sales, customer service, and account management

What We Offer

• Hands-on training and mentorship from an experienced Commercial Lines Agent
• Opportunity to expand knowledge of commercial insurance, sales, account management, and customer service
• Career growth within a well-established independent insurance agency
• Exposure to a variety of commercial clients and insurance products
• A collaborative environment where you can develop your expertise and build a long-term career

This is an ideal opportunity for someone who is ambitious, personable, detail-oriented, and motivated to grow within the commercial insurance industry.