In-Office Commercial Insurance CSR — Growth & Wellness

The Liberty Company Insurance Brokers, LLC; Ocala (FL); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Comprehensive benefits

Generous PTO & holidays

Education assistance

Wellness programs

Job summary

The Liberty Company Insurance Brokers, LLC in Ocala, FL is seeking a Commercial Lines Customer Service Representative for in-office duties. The role focuses on servicing existing accounts and quoting new accounts, with emphasis on client communication and accuracy.

The team highlights a culture-first environment with awards and comprehensive benefits, including PTO, education support, and wellness programs. This position requires strong multi-tasking and strong client service abilities.

Qualifications

• Outstanding verbal and written communication skills.
• Experience using programs within Microsoft Office.
• Strong organization skills.
• Professional demeanor and appearance.
• Friendly and out-going.
• Significant ability to multi-task detailed and complex work.
• Strong tendency to always exceed others' expectations.

Responsibilities

• Bind coverage with required documents/forms and payments.
• Manage all activities and workload in agency management system (Applied Epic).
• Review policies for accuracy.
• Communicate regularly and directly with clients and underwriters.
• Send out forms to clients that need to be reviewed and then collect payment.
• Assist clients with requests for Evidence of Insurance.
• Handle claim calls from clients, and then report claims to the appropriate carrier.
• Follow up with clients and adjusters during claims process.
• Answer incoming calls from clients with general policy questions.
• Process payments from clients.
• Assist with quoting activities.

Skills

Verbal communication

Written communication

Organization

Professional demeanor

Interpersonal/friendly

Multitasking

Exceed expectations

Tools

Microsoft Office

Job description

The Liberty Company Insurance Brokers, LLC in Ocala, FL is seeking a Commercial Lines Customer Service Representative for in-office duties. The role focuses on servicing existing accounts and quoting new accounts, with emphasis on client communication and accuracy.

The team highlights a culture-first environment with awards and comprehensive benefits, including PTO, education support, and wellness programs. This position requires strong multi-tasking and strong client service abilities.