Commercial Lines Customer Service Representative

C&D Insurance Service, Inc.; Angier (NC); On-site; USD 42,000 - 63,000; Full time

Benefits offered by this job

401(k) matching

Competitive salary

Dental insurance

Health insurance

Paid time off

Training & development

Vision insurance

Professional development

Job stability

Job summary

C&D Insurance Service, Inc. is hiring a Commercial Lines Customer Service Representative in Angier, NC. The role focuses on servicing existing clients, handling inquiries, and coordinating with carriers and producers to maintain strong relationships.

The candidate should hold an NC insurance license with at least two years of commercial lines experience, and demonstrate solid customer service, communication, and product knowledge to support policy updates, quotes, and renewals.

Qualifications

• NC insurance license required.
• Minimum of two years in commercial lines account management.
• Strong customer focus and excellent phone manner.
• Clear verbal and written communication; solid math and reading skills.

Responsibilities

• Provide service to existing clients: update policies, present quotes, take payments, and supply documentation.
• Answer calls and emails regarding policies; service all claims including after-hours where needed.
• Support producers by gathering data, researching options, presenting choices, and binding renewals.
• Schedule client calls and meetings; review liability limits, exposures, and coverage needs.
• Clarify client concerns, identify solutions, expedite corrections, and confirm resolution.
• Maintain accurate records of interactions in the agency management system.

Skills

NC Insurance License

Commercial lines experience

Customer service

Strong communication

AMS360

Math & accounting

Education

High school diploma or equivalent

Tools

AMS360

Job description

Benefits:

• 401(k) matching
• Competitive salary
• Dental insurance
• Health insurance
• Paid time off
• Training & development
• Vision insurance

Job Description:

The Commercial Lines CSR at C&D Insurance Service, Inc. is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.

Benefits/Perks

• Competitive Pay
• Professional Development
• Job Stability in a growing industry

Responsibilities

• Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, providing documentation.
• Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims.
• Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
• Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
• Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
• Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
• Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
• Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.

Qualifications

• Hold the insurance license required by NC and have a minimum of two years commercial lines insurance account management experience.
• Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
• Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.
• Possess a sense of urgency, attention to detail, organization, multi- tasking, and follow up skills and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
• Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management system AMS360, rating tools, and carrier website navigation.