Commercial Lines CSR

ALTUM RISK & INSURANCE SOLUTIONS LLC; San Diego (CA); Remote; USD 42,000 - 64,000; Full time

Job summary

Altum is seeking a Commercial Lines Customer Service Representative to support our business clients remotely. You will handle inquiries, policy changes, and claims coordination with a focus on accuracy and client satisfaction.

The ideal candidate has a high school diploma (associate or bachelor preferred), prior customer service experience in insurance, and strong communication skills. Proficiency with MS Office and insurance software is a plus, with opportunity for growth.

Qualifications

• HS diploma required; associate/bachelor preferred.
• Experience in customer service, insurance industry preferred.
• Strong communication and interpersonal skills.
• Attention to detail and good organizational abilities.
• Proficiency with MS Office and insurance management software.

Responsibilities

• Serve as primary contact for clients on commercial policies.
• Respond to inquiries by phone, email, or in person.
• Assist with policy changes, coverage questions, and billing.
• Collaborate with underwriting to issue/modify policies.
• Coordinate claims processing and client records.
• Support sales with renewals and client retention.
• Stay informed on industry trends and compliance.

Skills

Strong communication

Attention to detail

Organizational abilities

Customer service experience

Education

High school diploma or equivalent

Associate's or Bachelor's degree preferred

Tools

Microsoft Office Suite

Insurance management software

Job description

Job Title: Commercial Lines Customer Service Representative (CSR)

REMOTE

Company Overview:

Join our dynamic and growing team at Altum , where we specialize in providing comprehensive insurance solutions to businesses of all sizes. We are committed to excellence in customer service and building lasting relationships with our clients. If you're passionate about providing exceptional service and are ready to make a positive impact, we encourage you to apply.

Position Overview:

We are seeking a dedicated and detail-oriented Commercial Lines Customer Service Representative (CSR) to join our team. The ideal candidate will be responsible for providing superior support to our commercial clients by addressing inquiries, processing policy changes, and assisting with claims. This role requires excellent communication skills, attention to detail, and the ability to thrive in a fast-paced environment.

Key Responsibilities:

• - Serve as the primary point of contact for clients regarding their commercial insurance policies.
• - Respond promptly and professionally to client inquiries via phone, email, or in person.
• - Assist clients with policy changes, coverage questions, and billing inquiries.
• - Collaborate with the underwriting team to ensure accurate policy issuance and modifications.
• - Coordinate and follow up on claims processing to ensure timely resolution.
• - Maintain up-to-date and accurate client records and documentation.
• - Provide support to the sales team with policy renewals and client retention strategies.
• - Stay informed about industry trends, product offerings, and compliance regulations.

Qualifications:

• - High school diploma or equivalent; Associate’s or Bachelor’s degree preferred.
• - Previous experience in a customer service role, preferably within the insurance industry.
• - Strong knowledge of commercial insurance products and services is a plus.
• - Excellent communication and interpersonal skills.
• - Strong attention to detail and organizational abilities.
• - Proficiency in Microsoft Office Suite and insurance management software.
• - Ability to manage multiple tasks efficiently in a fast-paced environment.

What We Offer:

• - Competitive salary and benefits package.
• - Opportunities for professional development and career growth.
• - A supportive and inclusive work environment.
• - Flexible work arrangements and work-life balance initiatives.

Altum is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.