Commercial Lines CSR


Independent insurance broker is seeking a Commercial Lines CSR to service and manage a book of commercial lines accounts. The Commercial Lines CSR will respond to client calls about policy and coverage questions and consult with clients on policy changes and risk management concerns. This position will be responsible for providing timely and professional day-to-day client service working closely with the assigned Producer. 


Responsibilities:

  • Account Management from A-Z.

  • Holistic and consultative approach to customer service.

  • Working knowledge of Property and Casualty accounts

  • Research and compile answers to client policy and coverage questions

  • Ability to market/quote new business and account renewals obtaining competitive coverage/cost ratios for the client.

  • Experience with multiple carrier underwriters and online rating portals

  • Identify, compile and manage information regarding account renewals.

Qualifications

  • Min of 2 years of insurance industry experience related to servicing small to medium commercial accounts

  • Property and Casualty license

  • Experience with EPIC preferred

  • CIC, CPCU, or other insurance designations are desirable but not required.

  • Knowledge of Insurance and/or Brokerage business

  • Technical knowledge of product area or industry

  • Ability to provide consultation and expert advice to management on risk management issues.

  • Knowledge of computer software packages, including Microsoft Office (Word, Excel, Outlook, Teams)

  • Professional verbal and written communication skills


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