Commercial Lines Client Service Representative

Correll Insurance Group; Knoxville (TN); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

HSA and FSA

Health insurance

Opportunity for advancement

Paid time off

Parental leave

Training & development

Vision insurance

Wellness resources

401(k)

401(k) matching

Competitive salary

Dental insurance

Donation matching

Employee discounts

Job summary

Correll Insurance Group in Knoxville/Maryville, TN is seeking a Commercial Lines Client Service Representative to support businesses with insurance needs. You will handle policy changes, renewals, endorsements, and inquiries related to coverage, billing, and claims.

As a CSR, you will be the first point of contact, process documentation, issue certificates of insurance, and maintain records in the agency management system. A high level of organization and customer service is essential.

Qualifications

• 1–3 years of relevant work experience
• Strong communication skills (verbal, written, interpersonal)
• Ability to multi-task, organize, and prioritize work
• High school diploma required
• Proficient in AMS360, ImageRight, Excel, and Word
• Ability to conduct meetings via Teams and Zoom with screen sharing

Responsibilities

• Client support: respond to inquiries, process policy changes, issue certificates of insurance, binders, and auto ID cards.
• Account management: assist with renewals, gather underwriting information, prepare documentation.
• Communication: follow up with carriers and ensure timely client communication.
• Documentation: maintain records in the agency management system, process audits, and loss-run documentation.
• Collaboration: work with Account Managers, Producers and team members to support clients.

Skills

Phone etiquette

Verbal communication

Written communication

Interpersonal skills

Multitasking

Organizational skills

Customer service

Presentation skills

Collaboration

Education

High School Diploma

Tools

AMS360

ImageRight

Excel

Word

PowerPoint

Teams

Zoom

Job description

Benefits:

HSA and FSA

Health insurance

Opportunity for advancement

Paid time off

Parental leave

Training & development

Vision insurance

Wellness resources

401(k)

401(k) matching

Competitive salary

Dental insurance

Donation matching

Employee discounts

SouthPoint Risk, a Member of Correll Insurance Group is in need of a Commercial Lines Client Service Representative at our office in Knoxville or Maryville, TN.

Job Summary:

A Commercial Lines Client Service Representative (CSR) provides support to businesses with their insurance needs. This role involves handling policy changes, renewals, endorsements, and addressing client inquiries related to coverage, billing, and claims. CSRs act as the first point of contact for clients and work to resolve issues, process documentation, and maintain accurate records within the agency management system.

Essential Duties and Responsibilities

Client Support - Responding to client inquiries, processing policy changes (endorsements, cancellations), and issuing certificates of insurance, binders, and auto ID cards.

Account Management - Assisting with renewals, gathering underwriting information, and preparing necessary documentation.

Communication - Interacting with insurance carriers to follow up on outstanding issues and ensuring timely communication with clients.

Documentation - Maintaining accurate records in the agency management system, processing audits, and handling loss-run documentation.

Collaboration - Working with Account Managers, Producers, and other team members to provide comprehensive support to clients.

Minimum Qualifications and Experience:

At least 1 - 3 years of relevant work experience

Excellent phone etiquette and excellent verbal, written, and interpersonal skills

Ability to multi-task, organize, and prioritize work

High school diploma required

Possess a supportive and responsive manner with internal and external customers

Possess above average computer skills, existing proficiency is strongly preferred in various needed programs, such as AMS360, ImageRight, Excel, and Word

Ability to set up and conduct meetings in a virtual environment such as Teams and Zoom including the ability to share screens and make presentations (ex. PowerPoint, Proposals, etc.)

Work Type:

Knoxville or Maryville, TN Full-Time M-F, Non-Exempt South Point Risk | Knoxville, TN South Point Risk | Maryville, TN

Summary:

If you enjoy helping others and are a compassionate, customer-focused individual, then At Correll Insurance Group we pride ourselves on our insurance products and customer service, and inclusive work environment for our team.

NOTE: The information contained in this job description has been prepared to indicate the general nature of work performed by an employee within this classification. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

This agency is independently owned and operated.