Commercial Lines Service Representative/ Client Success Agent

Kastner Insurance Group; Lafayette (LA); On-site; USD 40,000 - 55,000; Full time

Job summary

Kastner Insurance Group is seeking a Commercial Lines Service Representative. This role focuses on delivering exceptional customer service, managing client interactions, and ensuring satisfaction throughout the client journey. Ideal candidates possess strong organizational skills and hold a Louisiana P&C license. Join a performance-driven team that values critical thinking and independence.

Qualifications

• Entry-level position requiring a Louisiana P&C license.
• Strong organizational skills, attention to detail, and ability to troubleshoot.
• Experience with CRM tools like EZLynx and HubSpot is a plus.

Responsibilities

• Manage and respond to incoming service requests via phone and email.
• Build rapport and trust with clients while identifying cross-sell opportunities.
• Maintain client files according to agency procedures.

Skills

Strong organization

Attention to detail

Proactive troubleshooting

Effective communication

Education

Louisiana P&C license

Tools

EZLynx

HubSpot

Vonage

Google Enterprise

Job description

Commercial Lines Service Representative/ Client Success Agent

We’re hiring a Commercial Lines Service Representative to help us deliver exceptional customer service to our commercial clients. This role involves managing the entire client journey by building relationships, anticipating needs, and being accountable for outcomes. The ideal candidate can operate independently, think critically, and act with urgency. Strong organization, attention to detail, proactive troubleshooting, and effective communication skills are essential. Collaboration with others is encouraged to reach solutions. Advancement opportunities are available within the commercial team.

Current Louisiana P&C license is mandatory. Experience with EZLynx, HubSpot, Vonage, and Google Enterprise is a plus.

What You’ll Do

• Attend weekly Monday meetings at 8:30 AM CST
• Manage and respond promptly to incoming service requests via phone, email, or carrier portals
• Maintain client and agency files according to KiG procedures for audits
• Challenge vague underwriting responses and ensure carrier decisions are justified
• Build rapport and trust with clients
• Identify opportunities to cross-sell coverage during service interactions
• Work diligently towards success daily
• Seek out training and improve product knowledge independently
• Collaborate with underwriters and clients to understand risk exposures and explain policies
• Share new knowledge and inform team members about beneficial training resources
• Provide feedback for organizational improvements

About Kastner Insurance Group (KiG)

We are a performance-driven insurance brokerage focused on clarity, systems thinking, and accountability. We serve high-performing professionals such as doctors, attorneys, investors, and entrepreneurs. Our goal is to engineer outcomes that reduce total risk costs, not just sell policies. We value critical thinking, independence, and high standards in our work environment.

Ready to Apply?

Send your resume and a short note explaining:

• Why this role is a good fit for you
• A work decision you’re proud of and why
• A 30-second video introducing yourself

Seniority level

• Entry level

Employment type

• Full-time

Industries

• Insurance

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