Commercial Lines Agent

The Sorgi Insurance Agency, Inc.; Durham (NC); On-site; USD 45,000 - 65,000; Full time

Job summary

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

You will assist with creating, quoting, and issuing commercial policies, and manage ongoing client relationships under the guidance of an experienced Commercial Lines Agent. The ideal candidate holds an active P&C license and brings strong communication and organizational skills to a fast-paced environment.

Qualifications

• Active Property & Casualty 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.

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.

Skills

Active P&C license

Commercial lines experience

Sales & client service

Communication & interpersonal skills

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.