Commercial Lines Customer Service Representative

Endres Insurance Agency Inc; Village of Prairie du Sac (WI); Hybrid; USD 38,000 - 56,000; Full time

Job summary

Endres Insurance Agency Inc is seeking a detail-oriented Customer Service Representative to support Commercial Lines. The role includes handling calls, processing payments, updating client data, and assisting with billing and policy changes.

No experience required for the right person, with licensing support for Property & Casualty within 90 days. This is an in-office position with occasional remote work during bad weather or as approved, and salary is experience-based.

Qualifications

• Must have proven customer service and administrative support experience.
• Strong communication and data entry skills are essential.
• Knowledge of insurance policies, billing procedures, and claims processing preferred.

Responsibilities

• Answer incoming calls and direct inquiries to appropriate personnel.
• Process payments and update client information in CMS and carrier portals.
• Investigate and resolve billing issues; create receipts as needed.
• Handle policy changes and cover claims responsibilities in absence of Claims team.
• Communicate with insureds and agents to gather information and inform about status.

Skills

Customer service

Administrative support

Communication skills

Data entry

Team collaboration

Attention to detail

Education

Property & Casualty license (within 90 days)

Tools

CRM software

Carrier portals

Job description

Description

We are seeking a detail-oriented and proactive Customer Service Representative to join our team and work in Commercial Lines. This role offers an excellent opportunity to contribute to our client-focused operations, ensuring smooth communication and efficient processing of client accounts. If you are organized, communicative, and eager to support our commercial insurance services, we encourage you to apply. No experience required for the right person!

Key Responsibilities:

• Answer incoming phone calls and direct inquiries to the appropriate personnel
• Collect, record, and process payments
• Investigate and resolve billing issues, creating receipts as needed
• Enter and update client information into the Client Management System and Carrier Website databases
• Communicate with customers and others to gather necessary information
• Process policy changes upon client or Account Executive requests
• Cover Commercial Claims responsibilities in the absence of the Claims team member, following through on submitted claims
• Correspond with insured clients or agents to obtain information or inform them of account status and updates
• Review and compare application details with policy documents upon policy acceptance
• Examine correspondence from policyholders and ensure proper documentation and follow-up

Skills and Qualifications:

• Proven experience in customer service, administrative support, or insurance-related roles
• Strong communication and interpersonal skills
• Excellent organizational and data entry skills
• Ability to handle multiple tasks efficiently and accurately
• Knowledge of insurance policies, billing procedures, and claims processing is preferred
• Proficiency in using client management systems and online databases
• Attention to detail and problem-solving abilities
• Ability to work collaboratively within a team and adapt to changing priorities

Join our dynamic team where your contributions help us deliver exceptional service to our clients. We value growth, professionalism, and a positive work environment, offering opportunities for development and career advancement.

Requirements

Interested applicants must be willing to get licensed in Property and Casualty Insurance in the State of WI within 90 days if not already. Endres Insurance does pay for a pre-licensing course. Endres Insurance will also reimburse applicant after a passed licensing examination for the exam fee.

This is an in-office position. We do offer occasional remote work in instances of bad weather or as approved by office manager, but we want the applicants to understand this is in general, an in-office position.

Hours are 8:00 am - 4:30 pm with a 30 min lunch or 8:00 am - 5:00 pm with a 60 min lunch based on applicant preference.

Salary is dependent on experience.