CUSTOMER SERVICE REPRESENTATIVE - COMMERCIAL LINES

The Carlisle Group (TCG); Pennsylvania; Hybrid; CAD 72,000 - 97,000; Full time

Benefits offered by this job

401(k) with company matching

Health insurance

Dental insurance

Vision insurance

Disability insurance

Paid time off

Flexible scheduling

Hybrid/on-site work flexibility

Job summary

The Carlisle Group seeks a Commercial Lines Customer Service Representative to own a book of business, build strong client relationships, and work with producers, carriers, and underwriters to provide tailored insurance solutions.

Hybrid/on-site flexibility with strong communication and client-service skills. A Property & Casualty license is preferred; a bachelor’s degree is preferred but not required.

Qualifications

• 2+ years of commercial insurance experience
• Experience managing a commercial book of business preferred
• Active Property & Casualty license preferred, Bachelor’s degree preferred but not required

Responsibilities

• Manage an assigned portfolio of commercial accounts and handle day-to-day client service needs (renewals, endorsements, certificates, policy changes)
• Serve as a trusted contact for clients and develop long-term relationships through proactive communication
• Collaborate with producers, carriers, and underwriters to obtain appropriate solutions
• Identify account-rounding and cross-selling opportunities to support retention and agency growth

Skills

Commercial insurance experience

Client service

Communication

Relationship-building

Education

Bachelor's degree preferred

Property & Casualty license preferred

Job description

CUSTOMER SERVICE REPRESENTATIVE – COMMERCIAL LINES

Job Description

COMMERCIAL LINES CUSTOMER SERVICE REPRESENTATIVE

Location: York County, PA
Schedule: Hybrid / On-Site Flexibility

THE OPPORTUNITY

Join a growing, established independent insurance agency where your commercial insurance experience and client service skills will make an immediate impact. We are seeking a Commercial Lines CSR to take ownership of a book of business, build strong client relationships, and work closely with producers, carriers, and underwriters to provide outstanding service and insurance solutions.

RESPONSIBILITIES

Will manage an assigned portfolio of commercial accounts and handle day-to-day client service needs, including renewals, endorsements, certificates, policy changes, and other account transactions. This individual will serve as a trusted point of contact for assigned clients, develop strong long-term relationships through proactive communication, and gain a clear understanding of each client’s exposures and coverage needs. The Account Manager will work closely with producers on account strategy and renewals, collaborate with carriers and underwriters to obtain appropriate solutions, and ensure client needs are addressed accurately and promptly. The role will also include identifying account-rounding and cross-selling opportunities while supporting overall client retention and agency growth.

QUALIFICATIONS

The ideal candidate will have 2+ years of commercial insurance experience, with a strong understanding of commercial property, casualty, and related coverages. Experience managing a commercial book of business is preferred. The successful candidate will have excellent communication and relationship-building skills, strong organizational and time-management abilities, and a high level of attention to detail. The ability to manage multiple priorities, work independently, solve problems, and collaborate effectively with a team is essential. An active Property & Casualty license is preferred, and a bachelor’s degree is preferred but not required.

WHAT’S OFFERED

The agency offers a competitive benefits package that includes 401(k) with company matching, health insurance, dental insurance, vision insurance, disability insurance, paid time off, flexible scheduling, and hybrid/on-site work flexibility.