Commercial Lines CSR: Mentored Career Growth

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

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.