Commercial Lines - Customer Service Representative

BKC Insurance Agency; Orlando (FL); On-site; USD 38,000 - 52,000; Full time

Job summary

BKC Insurance Agency in Orlando is seeking a Customer Service Representative for Commercial Lines to support producers and account executives in growing and maintaining client relationships.

Key duties include handling cancellations, renewing policies, processing endorsements, and entering client data into the agency management system. Strong communication, detail orientation, and proficiency with MS Office and agency software are required.

Qualifications

• High school diploma or GED is required.
• Certification – 220 or 440 required.
• About 1 year of customer service experience preferred.
• Excellent oral and written communication, attention to detail, and teamwork.
• Proficiency in Microsoft Office Suite and Agency Management Systems.

Responsibilities

• Assist clients with cancellations, inquiries, and requests.
• Order policies and endorsements from the company.
• Provide timely, effective solutions and resolve client issues.
• Handle renewals, expirations, and review lists for actions.
• Prepare proposals for producers and maintain client files.
• Enter client information into the agency management system.
• Gather data for proposals and applications, verify policy information.
• Help with claims processing and certificates of insurance as needed.

Skills

Communication

Attention to detail

Teamwork

Microsoft Office

Education

High school diploma or GED

Certification – 220 or 440

Tools

Microsoft Office Suite

Agency Management Systems

Job description

Customer Service Representative

Commercial Lines

Position Summary:

Assists producers, and Account Executives in increasing, retaining, and maintaining accounts

Essential Job Functions:

• Assists clients with cancellations, telephone inquiries, mail requests and other services as needed
• Order policies and request endorsements from the company as required
• Provides solutions and resolves issues for clients in a timely and effective manner
• Order renewal, expiration lists as needed and review lists to determine appropriate actions
• Type proposals for producers to give to clients and maintain client files
• Enter client information into agency management system
• Gathers data for proposals and applications, reconciles and verifies policy information to ensure information is accurate on application

• Work with clients to assist in claim problems process endorsements and proof of coverage, including certificates of insurance

Skills/Experience/Training:

• Education – High school diploma or GED.
• Certification – 220 or 440 Required
• Experience – 1 year of experience in customer service preferred.
• Excellent oral and written communication skills
  Attention to detail
  Ability to work well with others
  Proficient in Microsoft Office Suite, Agency Management Systems

Physical – Ability to lift 25 lbs; ability to perform repetitive hand movements such as those required for computer work, and other physical abilities to perform the job responsibilities as detailed above.

Other – Travel and overtime may be required to fulfill the requirements of this position.