Commercial Lines Customer Service Agent

The Jonus Group; Onalaska (WI); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Paid time off and holidays

Professional development and industry

Job summary

The Jonus Group is seeking a dedicated, detail-oriented Customer Service Representative to join our Property & Casualty division in Wisconsin. You will provide responsive and accurate support to commercial insurance clients, collaborating with producers and account managers to service accounts, process policy changes, coordinate renewals, and deliver exceptional service.

You will manage communications for renewals, audits, and billing, respond to inquiries, issue certificates, and maintain

Qualifications

• High school diploma or equivalent; associate or bachelor’s degree preferred.
• Active Property & Casualty license or ability to obtain within a specified timeframe.
• Two or more years of commercial lines servicing experience preferred.
• Working knowledge of commercial insurance products (liability, property, workers’ comp, auto, umbrella).
• Proficiency with agency management systems (Applied Epic, AMS360 or similar).
• Strong written and verbal communication skills.

Responsibilities

• Manage communications related to renewals, policy changes, audits, and billing.
• Respond promptly to client inquiries regarding coverage, billing, and claims.
• Issue certificates of insurance and maintain accurate policy documentation.
• Service a portfolio of commercial accounts across various industries.
• Process endorsements, cancellations, certificates, and other policy changes.
• Organize and prioritize workflows for an assigned book of business.
• Prepare and review renewal submissions, applications, and proposals for new and existing business.
• Coordinate with underwriters and carriers to obtain quotes and coverage options for renewal business.
• Support producers and account managers in marketing new and renewal business, with a focus on retention.

Skills

Customer service

Communication

Time management

Education

High school diploma or equivalent

Associate or bachelor’s degree preferred

Tools

Applied Epic

AMS360

Job description

Job Summary

Seeking a dedicated and detail-oriented

Job Description

Customer Service Representative

Job Summary

Seeking a dedicated and detail-oriented Customer Service Representative to join a Property & Casualty division. In this role, will provide responsive and accurate support to commercial insurance clients, ensuring a consistently positive client experience. You will collaborate with producers and account managers to service accounts, process policy changes, coordinate renewals, and deliver exceptional service.

Compensation Package

• Competitive salary based on experience and qualifications
• Comprehensive benefits package, including health, dental, and vision insurance
• Paid time off and holidays
• Opportunities for professional development and industry certifications

Responsibilities

Client Service & Communication

• Manage communications related to renewals, policy changes, audits, and billing.
• Respond promptly to client inquiries regarding coverage, billing, and claims.
• Issue certificates of insurance and maintain accurate policy documentation.

Policy Servicing & Account Management

• Service a portfolio of commercial accounts across various industries.
• Process endorsements, cancellations, certificates, and other policy changes.
• Organize and prioritize workflows for an assigned book of business.

Renewals, Marketing & Proposals

• Prepare and review renewal submissions, applications, and proposals for new and existing business.
• Coordinate with underwriters and carriers to obtain quotes and coverage options for renewal business.
• Support producers and account managers in marketing new and renewal business, with a focus on retention.

Coverage Analysis & Collaboration

• Understand complex exposures, including specialty product lines.
• Partner with sales professionals to evaluate exposures, analyze loss trends, and recommend appropriate coverage solutions.
• Collaborate with producers, underwriters, and internal team members to deliver seamless client service.

Systems, Documentation & Compliance

• Use agency management systems accurately and timely to enter and maintain all required information.
• Ensure adherence to industry regulations, company standards, and client requirements.

Qualifications/Requirements

• Education: High school diploma or equivalent required; associate or bachelor’s degree preferred.
• Licensing: Active Property & Casualty (P&C) insurance license or ability to obtain within a specified timeframe.
• Experience: Two or more years of commercial lines servicing experience preferred.
• Knowledge: Working knowledge of commercial insurance products (e.g., general liability, property, workers’ compensation, auto, umbrella).
• Technical Skills: Proficiency with agency management systems (e.g., Applied Epic, AMS360, or similar).
• Communication: Strong written and verbal communication skills.
• Organizational Skills: Excellent organizational and time-management abilities.
• Attention to Detail: High level of accuracy and attention to detail.
• Professional Development: Demonstrated interest in continuing to build industry knowledge and expertise.