Customer Service Specialist - Commercial Lines

Stanton Insurance Agency,Inc; Waltham (MA); Hybrid; USD 58,500 - 71,500; Full time

Benefits offered by this job

Salary starting at $65,000 plus performance-based incentives

Comprehensive health insurance

Dental insurance

Retirement plans

Paid time off

Ongoing training and support for professional certifications

Job summary

A trusted insurance partner is seeking an experienced Commercial Lines Customer Service Specialist to manage client accounts, process endorsements, and ensure policy accuracy. Applicants should have 1-3 years of relevant experience, hold a P&C license, and exhibit strong communication and multitasking skills. The role offers a starting salary of $65,000 plus benefits including health insurance, retirement plans, and hybrid work flexibility.

Qualifications

• 1-3 years of experience in commercial insurance or account management.
• Hold or be willing to obtain a Property & Casualty (P&C) license.
• Strong knowledge of general liability, property, auto, workers' comp, and umbrella policies.

Responsibilities

• Manage client accounts by processing endorsements, renewals, certificates, and policy changes.
• Serve as the go-to contact for commercial clients, answering questions about coverages, billing, and claims.
• Collaborate with producers and account managers on quotes, applications, and risk assessments.
• Work directly with carriers to ensure policies are issued, modified, or renewed correctly.
• Conduct policy reviews and audits to spot coverage gaps and recommend improvements.

Skills

Communication skills

Multitasking

Client relationship building

Tech-savviness

Education

High school diploma

Associate or bachelor’s degree in business, finance, or related field

Tools

Applied Epic

AMS360

Vertafore

Job description

Customer Service Specialist - Commercial Lines

Behind every successful business is a partner they can trust – someone who helps protect what they’ve worked hard to build. That’s what we do at Stanton Insurance. For over a century, we’ve helped companies safeguard their future with honesty, reliability, and expertise our clients can count on.

We’re seeking a Commercial Lines Customer Service Specialist (CSR) who takes that same approach – someone who values accuracy, builds strong relationships, and understands that exceptional service is built on trust. In this role, you’ll help clients feel secure in their coverage by managing policies, processing endorsements, handling renewals, and ensuring every detail is handled with care and professionalism.

What We Offer

• Salary starting at $65,000 plus performance-based incentives
• Comprehensive health insurance, dental insurance, retirement plans, paid time off
• Ongoing training and support for professional certifications (CISR, CIC, ACSR)
• A collaborative, supportive and growth-minded culture
• Hybrid or remote flexibility

What You’ll Be Working On

• Manage client accounts by processing endorsements, renewals, certificates, and policy changes with accuracy and care
• Serve as the go-to contact for commercial clients, answering questions about coverages, billing, and claims
• Collaborate with producers and account managers on quotes, applications, and risk assessments
• Work directly with carriers to ensure policies are issued, modified, or renewed correctly
• Conduct policy reviews and audits to spot coverage gaps and recommend improvements

You’ll Thrive Here If You:

• Have a minimum of 1‑3 years of experience in commercial insurance or account management
• Hold a high school diploma; an associate or bachelor’s degree in business, finance, or a related field is preferred
• Hold or are willing to obtain a Property & Casualty (P&C) license
• Bring strong knowledge of general liability, property, auto, workers’ comp, and umbrella policies
• Excel at communication, multitasking, and building client relationships
• Are tech-savvy and comfortable using systems like Applied Epic, AMS360, or Vertafore

Take pride in accuracy, problem-solving, and staying calm under pressure.