Commercial Lines Insurance CSR

gpac; South Bend (IN); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Paid time off

Retirement plan

Professional development

Job summary

gpac in South Bend, Indiana is seeking a detail-oriented Commercial Lines Customer Service Representative (CSR) to help clients with policy servicing, coverage questions, and account management.

The role involves servicing commercial accounts, processing endorsements and renewals, preparing applications and proposals, and maintaining accurate records. Strong communication and organization are essential, with licensing preferred.

Qualifications

• Previous commercial insurance experience preferred.
• Active Property & Casualty license preferred or required.
• Strong understanding of commercial insurance coverages and policy terminology.
• Excellent customer service, communication, and problem-solving skills.

Responsibilities

• Service and maintain commercial insurance accounts across various industries
• Process endorsements, certificates of insurance, policy changes, renewals, cancellations, and reinstatements
• Prepare applications, proposals, and insurance documentation
• Review policies for accuracy and coverage needs
• Respond promptly to client questions regarding coverage, billing, claims, and policy changes
• Build and maintain strong relationships with clients, carriers, and internal teams
• Assist producers with new business submissions and marketing efforts
• Follow up on outstanding items and ensure timely completion of tasks
• Maintain accurate client records within agency management systems
• Support account retention through proactive customer service and communication
• Ensure compliance with agency procedures and carrier guidelines

Skills

Customer service

Communication

Detail oriented

Time management

Multitasking

Tools

Applied Epic

AMS360

HawkSoft

Microsoft Office (Outlook, Word, Excel)

Job description

Job Title: Commercial Lines Customer Service Represetative (CSR)

Location: South Bend, Indiana

Job Type: Full-Time

Position Overview:

We are seeking a detail-oriented and customer-focused Commercial Lines Customer Service Rep (CSR) to join our team. In this role, you will assist clients with their insurance needs, including policy servicing, coverage questions, and account management.

Key Responsibilities:

• Service and maintain commercial insurance accounts across various industries
• Process endorsements, certificates of insurance, policy changes, renewals, cancellations, and reinstatements
• Prepare applications, proposals, and insurance documentation
• Review policies for accuracy and coverage needs
• Respond promptly to client questions regarding coverage, billing, claims, and policy changes
• Build and maintain strong relationships with clients, carriers, and internal teams
• Assist producers with new business submissions and marketing efforts
• Follow up on outstanding items and ensure timely completion of tasks
• Maintain accurate client records within agency management systems
• Support account retention through proactive customer service and communication
• Ensure compliance with agency procedures and carrier guidelines

Qualifications:

• Previous commercial insurance experience preferred
• Active Property & Casualty insurance license preferred or required
• Strong understanding of commercial insurance coverages and policy terminology
• Excellent customer service, communication, and problem-solving skills
• Strong attention to detail and organizational abilities
• Ability to manage multiple accounts and deadlines simultaneously
• Proficiency with agency management systems such as Applied Epic, AMS360, HawkSoft, or similar platforms
• Microsoft Office proficiency, including Outlook, Word, and Excel

Preferred Lines of Experience:

• General Liability
• Commercial Property
• Workers’ Compensation
• Commercial Auto
• Umbrella/Excess Liability
• Professional Liability
• Business Owners Policies (BOP)

Benefits:

• Competitive salary based on experience
• Health, dental, and vision insurance
• Paid time off and holidays
• Retirement plan options
• Ongoing training and professional development