Commercial Lines Client Services Specialist

Leavitt Group; United States; Remote; USD 50,000 - 55,000; Full time

Benefits offered by this job

Health Insurance

Dental and Vision Insurance

401(k) with employer match

Job summary

The Leavitt Group is seeking a Commercial Lines Customer Service Agent to partner with the Account Manager in delivering timely, professional service to clients. The CSA will develop knowledge of assigned accounts and uphold the department’s standards of excellence in client service, professionalism, and work attitude.

Key duties include processing emails, responding to policy change inquiries, handling certificate requests, supporting marketing during quotations, and assisting with claims

Qualifications

• High School diploma or GED is required.
• Must communicate information effectively both verbally and in writing.
• Current Property and Casualty Insurance License is required.
• Basic knowledge of insurance products is preferred.
• Knowledge of insurance rating and underwriting processes is beneficial.

Responsibilities

• Process emails and move renewal-related items to the Account Manager folder.
• Respond promptly to client inquiries about policy changes.
• Place certificate requests in the correct folder for processing.
• Assist Account Manager with marketing during quotations.
• Help clients with filing claims or updating claims information.
• Process renewal certificates to ensure accuracy.
• Follow procedures for client correspondence and update the agency system.
• Perform other duties as assigned.

Skills

High School diploma or GED

Clear communication

Property/Casualty License

Insurance product knowledge

Insurance rating/underwriting

Education

High School Diploma or GED

Job description

The Leavitt Group is seeking a Commercial Lines Customer Service Agent to partner with the Account Manager in delivering timely, professional service to clients. The CSA will develop knowledge of assigned accounts and uphold the department’s standards of excellence in client service, professionalism, and work attitude.

Key duties include processing emails, responding to policy change inquiries, handling certificate requests, supporting marketing during quotations, and assisting with claims