Commercial Insurance Client Advocate

Jonus Group

Council Bluffs (IA)

On-site

USD 36,000 - 48,000

Full time

5 days ago
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Job summary

Jonus Group is seeking a motivated Commercial Lines Customer Service Representative (CSR) to be the primary contact for commercial insurance clients, handling inquiries, policy changes, billing questions, and claims reporting.

You will collaborate with account managers and underwriters to tailor coverage, maintain accurate client records, and stay updated on industry trends to provide informed recommendations.

Qualifications

  • 1–3 years in commercial insurance customer service or related field.
  • High school diploma or equivalent; insurance certs are a plus.
  • Strong knowledge of commercial insurance products and terminology.
  • Excellent verbal and written communication; detail-oriented.
  • Experience with AMS360 or Applied Epic is a plus.

Responsibilities

  • Serve as primary contact for commercial insurance clients; address inquiries and resolve concerns.
  • Assist with policy changes, endorsements, billing questions, and claims reporting.
  • Provide information on coverage options, updates, and renewals.
  • Collaborate with account managers and underwriters to align policies with clients' business needs.
  • Maintain client records in the agency management system.
  • Follow up on renewal documents and other client communications.
  • Identify cross-selling or up-selling opportunities and refer leads to the appropriate team.
  • Stay informed on industry trends and company products.

Skills

Commercial insurance knowledge
Customer service
Communication skills
Organizational skills
MS Office
AMS360/Applied Epic

Education

High school diploma
Insurance certifications (CIC/CISR) beneficial

Tools

AMS360
Applied Epic
Microsoft Office

Job description

Jonus Group is seeking a motivated Commercial Lines Customer Service Representative (CSR) to be the primary contact for commercial insurance clients, handling inquiries, policy changes, billing questions, and claims reporting.

You will collaborate with account managers and underwriters to tailor coverage, maintain accurate client records, and stay updated on industry trends to provide informed recommendations.

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