Commercial CSR/Customer Service Agent: PL

The Agency Recruiting; Fallston (MD); On-site; USD 45,000 - 60,000; Full time

Job summary

A recruitment agency is seeking a knowledgeable Commercial Lines Customer Service Representative to provide exceptional service to commercial clients in Fallston, Maryland. The role includes managing insurance needs, handling policy tasks, and collaborating with team members. Preferred candidates should have 2+ years in customer service within the insurance industry and be proficient in agency management tools. An active insurance license is required or must be obtained shortly.

Qualifications

• 2 years of experience in customer service, preferably in commercial lines insurance.
• Active Property & Casualty Insurance license or willingness to obtain one.
• Strong understanding of commercial insurance products.

Responsibilities

• Serve as the primary contact for commercial clients.
• Handle policy servicing tasks, including renewals and claims assistance.
• Maintain accurate client records in the management system.

Skills

Customer service

Knowledge of commercial lines insurance

Problem solving

Communication

Education

High school diploma or equivalent

Associate's or bachelor's degree

Tools

AMS360

Applied Epic

Microsoft Office Suite

Job description

Customer Service Representative (Commercial Lines Insurance)

We are looking for a knowledgeable and customer-focused Commercial Lines Customer Service Representative (CSR) to join our team. In this role, you will provide exceptional service to our commercial clients, manage their insurance needs, and support our producers and account managers in delivering tailored insurance solutions.

Key Responsibilities:

• Client Support: Serve as the primary contact for commercial clients, addressing inquiries, resolving issues, and providing guidance on coverage options.
• Policy Management: Handle policy servicing tasks, including renewals, endorsements, cancellations, certificates of insurance, and claims assistance.
• Documentation: Maintain accurate and up-to-date client records in the agency management system, ensuring compliance with company and industry standards.
• Quoting and Proposals: Assist in preparing quotes, proposals, and presentations for new and existing clients.
• Problem Solving: Collaborate with underwriters and carriers to resolve client concerns and negotiate coverage options.
• Account Maintenance: Monitor client accounts to ensure policies remain active and meet the evolving needs of the business.
• Cross-Selling Opportunities: Identify and recommend additional insurance products to enhance coverage for existing clients.
• Team Collaboration: Support producers and account managers with administrative tasks and strategic account management initiatives.

Qualifications:

• High school diploma or equivalent; an associate’s or bachelor’s degree is preferred.
• Minimum of 2 years of experience in customer service, preferably in commercial lines insurance.
• Active Property & Casualty Insurance license or willingness to obtain one within a designated timeframe.
• Proficiency with agency management systems (e.g., AMS360, Applied Epic) and Microsoft Office Suite.
• Strong understanding of commercial insurance products, including general liability, property, workers’ compensation, and auto.