Commercial Lines Customer Service Representative

Jobtailor; Baton Rouge (LA); On-site; USD 34,000 - 48,000; Full time

Job summary

Jobtailor in Baton Rouge, LA seeks an organized Commercial Lines Assistant to support Account Executives and Producers in processing new business, renewals, and policy updates. You will interact with clients, carriers, and HUB departments, issue Auto ID cards, binders, certificates, and manage billing information.

Requirements include a high school diploma, 1-2+ years in Commercial Lines, and an active Property & Casualty license (or willing to obtain within 60 days).

Qualifications

• High school diploma or equivalent.
• 1–2+ years of Commercial Lines experience preferred.
• Active Property and Casualty License preferred or willingness to obtain within 60 days of hire.

Responsibilities

• Service specific commercial lines accounts under direction of Account Executive/Producer.
• Interact with clients, Account Executives, Producers, carriers, and HUB departments.
• Issue auto ID cards, binders, certificates, and Evidence of Property.
• Order loss runs, MVRs, and E Mods and input information.
• Process change requests and cancellations, including suspense and follow-up.
• Handle audits, including checking rates, ordering worksheets, and invoicing.
• Support Account Managers and Account Executives with policy updates.
• Process new business and renewals.
• Set up and update billing information.
• Scan and input correspondence into paperless files.
• Email signed forms to carriers.
• Prepare invoices and policies for delivery.
• Reconcile fleet schedules.
• Prepare proposal tabs.
• Process agent of record letters and finance agreement quotes.
• Perform general scanning, mail, and phone support.
• Assist with various projects.
• Handle claims intake for the unit.

Skills

Strong computer skills

Excellent written and verbal commun.

Detail-oriented

Organized

Education

High school diploma or equivalent

Tools

Paperless filing systems

Various software programs

Job description

• Service specific commercial lines accounts under the direction of the Account Executive and/or Producer
• Interact directly with clients, Account Executives, Producers, insurance companies, finance companies, and HUB departments
• Issue auto ID cards, binders, certificates, and Evidence of Property
• Order loss runs, MVRs, and E Mods and input information
• Process change requests and cancellations, including suspense and follow-up
• Handle audits, including checking rates, ordering worksheets, and invoicing
• Support Account Managers and Account Executives with policy updates
• Process new business and renewals
• Set up and update billing information
• Scan and input correspondence into paperless files
• Email signed forms to carriers
• Prepare invoices and policies for delivery
• Reconcile fleet schedules
• Prepare proposal tabs
• Process agent of record letters and finance agreement quotes
• Perform general scanning, mail, and phone support
• Assist with various projects
• Handle claims intake for the unit

Requirements

• High school diploma or equivalent
• 1-2+ years of Commercial Lines experience preferred
• Active Property and Casualty License is preferred or must be willing to complete licensing requirements within 60 days of hire if not already obtained
• Strong computer skills and proficiency with various software programs
• Excellent written and verbal communication
• Organized and highly detail-oriented
• No travel required

Core Competencies

Demonstrates expertise in managing commercial lines accounts, including processing new business, renewals, and handling audits. Proficient in client interaction, policy updates, and maintaining organized documentation.

Highest-signal resume keywords

• Commercial Lines Experience
• Property And Casualty License
• Strong Computer Skills
• Excellent Written And Verbal Communication
• Detail-Oriented

ATS Optimization Keywords

Hard Skills

• Policy Processing
• Claims Intake
• Billing Information Management
• Invoicing
• Auditing
• Change Request Processing
• Certificate Issuance
• Loss Run Ordering
• MVR Processing
• E Mod Input

Soft Skills

• Organizational Skills
• Communication Skills

Certifications & Qualifications

• Active Property And Casualty License

Industry Keywords

• Commercial Lines
• Insurance
• Client Interaction
• Account Management
• Policy Updates

Tools & Technologies

• Paperless Filing Systems
• Various Software Programs