Commercial Lines Customer Service Representative (CSR)

STEPHEN B. MARVIN AGENCY, INC; Lancaster (CA); On-site; USD 36,000 - 48,000; Full time

Job summary

STEPHEN B. MARVIN AGENCY, INC is seeking an Insurance Support Agent in California to assist with policy changes, endorsements, renewals, and cancellations. You will process certificates of insurance and enter data into AMS systems to keep records accurate.

Collaboration with agents and underwriters to resolve account issues and ensure compliance will be a core part of the role, with a focus on service-minded performance.

Qualifications

• 1+ years insurance experience (required).
• High School Diploma (required).
• No insurance license required.
• Proficient in Microsoft 365 programs (highly preferred).
• Exposure to software AMS 360.
• Familiarity with contractual/legal insurance language preferred.
• Strong communication, organization, and multitasking skills.

Responsibilities

• Support agents with policy changes, endorsements, renewals, and cancellations
• Issue Certificates of Insurance and process documentation
• Enter policy and claims data into AMS systems
• Maintain accurate records and follow up on service requests
• Collaborate with agents and underwriters to resolve account issues
• Review applications and documents for accuracy and compliance

Job description

• Support agents with policy changes, endorsements, renewals, and cancellations
• Issue Certificates of Insurance and process documentation
• Enter policy and claims data into AMS systems
• Maintain accurate records and follow up on service requests
• Collaborate with agents and underwriters to resolve account issues
• Review applications and documents for accuracy and compliance

Additional Details

• Support agents with policy changes, endorsements, renewals, and cancellations
• Issue Certificates of Insurance and process documentation
• Enter policy and claims data into AMS systems
• Maintain accurate records and follow up on service requests
• Collaborate with agents and underwriters to resolve account issues
• Review applications and documents for accuracy and compliance

Responsibilities

• Support agents with policy changes, endorsements, renewals, and cancellations
• Issue Certificates of Insurance and process documentation
• Enter policy and claims data into AMS systems
• Maintain accurate records and follow up on service requests
• Collaborate with agents and underwriters to resolve account issues
• Review applications and documents for accuracy and compliance

Qualifications

• 1+ years insurance experience (required)
• High School Diploma (required)
• No insurance license required
• Proficient in Microsoft 365 programs (highly preferred)
• Exposure to software system AMS 360
• Familiarity with contractual/legal insurance language preferred
• Strong communication, organization, and multitasking skills
• Service-oriented, adaptable, and eager to learn

Physical

Prolonged sitting or standing at a computer.