Small Business Commercial Insurance Service Specialist

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

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.