Commercial Insurance Customer Service Representative

Jason Street - Allegiance Insurance; Myrtle Beach (SC); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Competitive salary

Advancement opportunities

Training & development

Job summary

Allegiance Insurance Brokers in Myrtle Beach, SC is seeking a Commercial Insurance CSR to serve clients, manage policy records, and handle COIs. The role requires a licensed Property & Casualty professional with commercial insurance experience and strong communication skills.

You will work closely with clients, carriers, and internal teams to ensure accurate policy servicing, documentation, and timely responses in a fast-paced environment.

Qualifications

• Active Property & Casualty license, SC included.
• Commercial insurance experience.
• ACORD forms experience.
• Certificate of Insurance preparation experience.
• Knowledge of commercial insurance policies and coverages.
• Strong customer service and communication skills.
• Excellent attention to detail and organizational skills.
• Must live in or near the Myrtle Beach, SC area.

Responsibilities

• Assist clients with policy questions, changes, and service needs.
• Prepare and process Certificates of Insurance (COIs).
• Work with ACORD forms and other insurance documentation.
• Review and service commercial insurance policies.
• Maintain accurate client and policy records.
• Communicate with clients, carriers, and internal team members.
• Prioritize and reprioritize tasks based on customer and business needs.
• Provide responsive, professional customer service.
• Ensure client requests and policy tasks are handled accurately and efficiently.

Skills

Property & Casualty license

Commercial insurance experience

ACORD forms

COI preparation

Commercial insurance knowledge

Customer service

Attention to detail

Multitasking

Local to Myrtle Beach

Tools

AMS360

Job description

Benefits

• Competitive salary
• Opportunity for advancement
• Training & development

Allegiance Insurance Brokers | Myrtle Beach, SC

Allegiance Insurance Brokers is seeking an experienced Commercial Insurance Customer Service Representative (CSR) to join our Myrtle Beach team. This is a great opportunity for an insurance professional who enjoys working directly with clients, understands the details of commercial insurance policies, and thrives in an organized, customer-focused environment.

This position requires someone who is already located in the Myrtle Beach, SC area and has previous commercial insurance experience.

What You'll Do

• Assisting clients with policy questions, changes, and general service needs
• Preparing and processing Certificates of Insurance (COIs)
• Working with ACORD forms and other insurance documentation
• Reviewing and servicing commercial insurance policies
• Maintaining accurate and organized client and policy records
• Communicating with clients, carriers, and internal team members
• Prioritizing and reprioritizing tasks based on customer and business needs
• Providing responsive, professional customer service
• Helping ensure client requests and policy-related tasks are handled accurately and efficiently

What We're Looking For

Required:

• Active Property & Casualty insurance license, including South Carolina
• Previous commercial insurance experience
• Experience working with ACORD forms
• Experience preparing and processing Certificates of Insurance
• Working knowledge of commercial insurance policies and how coverage works
• Strong customer service and communication skills
• Excellent attention to detail and organizational skills
• Ability to manage multiple priorities and adjust as client and business needs change
• Must currently live in or near the Myrtle Beach, SC area

Preferred:

• Experience with Vertafore AMS360 or a similar agency management system
• Life & Health insurance license

Experience with AMS360 is helpful but not required, and training can be provided. Candidates who do not currently hold a Life & Health license may have the opportunity to obtain one in the future.

About Allegiance Insurance Brokers

At Allegiance Insurance Brokers, we are committed to providing our clients with knowledgeable, responsive service and insurance solutions that meet their individual and business needs. We're looking for someone who brings that same commitment to customer service, accuracy, and professionalism to our growing team.