Insurance Commercial Lines Customer Service Agent

First United Bank; Plano (TX); On-site; USD 40,000 - 55,000; Full time

Job summary

First United Bank is seeking an Insurance Commercial Lines Customer Service Agent – Small Business in Plano, Texas. The role involves supporting the agency sales team, managing small business renewals, and nurturing client relationships. The qualified candidate should have a high school diploma or equivalent, preferably with a college degree, and industry knowledge.

This position emphasizes customer service, with responsibilities like servicing a Commercial Lines Book of Business, managing claims, and staying updated on carrier information. Join a team committed to providing outstanding service.

Qualifications

• High School diploma or GED equivalent required; college degree preferred.
• Obtain and maintain applicable licensing.
• Insurance designation is a plus.

Responsibilities

• Service Commercial Lines Book of Business including endorsements and billing.
• Manage claims and create new/renewal business submissions.
• Keep up with carrier updates and underwriting information.

Skills

Proficient in PC operating systems

Knowledge of Carrier websites

Experience with Comparative Rater websites

Customer service

Insurance knowledge

Education

High School diploma or GED equivalent

College degree preferred

Tools

Applied Epic

Microsoft Office

Job description

Job Title

Insurance Commercial Lines Customer Service Agent – Small Business

Summary

The Commercial Lines Customer Service Agent – Small Business performs the essential functions of the position, which include supporting the agency sales team and agency renewal and new business service teams. They will optimize small business renewals through managing the small business renewal process and nurturing client relationships. This position must meet sales, service, and quality standards adopted by the agency.

Responsibilities

• Service Commercial Lines Book of Business: Endorsements, Billing/payments (invoice transactions, record payments, prepare finance agreements), Claims, Create new/renewal business submissions, Loss runs (create letters, order loss runs / obtain/order experience modifiers), Gather & help complete supplemental applications & supporting documentation, Issue certificates, evidence of insurance, auto ID cards and binders, Check and mail out policies, Create proposals for agent – if needed, Cancellation tracking and processing (pending and cancelled), Audit tracking bond.
• Remarkets.
• Quote account rounds for existing CL business.
• Keep up with carrier updates and underwriting information.

Qualifications

• High School diploma or GED equivalent. College degree preferred.
• Industry knowledge preferred.
• Obtain and maintain applicable licensing.
• Insurance designation preferred.
• Technical/Functional Competencies: Proficient in PC operating systems – Applied Epic, Proficient Microsoft Office, Knowledge of and experience with Carrier websites, Knowledge of and experience with Comparative Rater websites.

Locations

All Locations: Edmond, Moore, Plano-Parkwood.

Accessibility Statement

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at [e-mail] for assistance.

Equal Opportunity Employer

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.