Commercial Lines CSR

Job Title: Licensed Commercial Customer Service Representative (CSR) – Direct Hire 

Salary: $50,000 – $55,000 per year + Benefits + Quarterly Bonuses 

Position Overview:
We are seeking a dedicated and detail-oriented Licensed Commercial Customer Service Representative (CSR) to join our team on a Direct-Hire basis. The ideal candidate will possess a Property & Casualty (P&C) License and have experience managing commercial insurance accounts. Familiarity with Applied Epic software is a strong plus. This role offers a competitive salary, comprehensive benefits, and the opportunity to earn quarterly bonuses. 

Key Responsibilities:

• Provide exceptional customer service to commercial insurance clients by addressing inquiries, processing policy changes, and handling renewals.
• Manage and maintain a portfolio of commercial insurance accounts, ensuring client needs are met in a timely and professional manner.
• Collaborate with underwriters, agents, and other internal teams to ensure seamless service delivery.
• Utilize Applied Epic software to manage client information, policy documentation, and correspondence.
• Assist in the preparation of proposals, endorsements, and certificates of insurance.
• Stay current on industry regulations and maintain compliance with all applicable insurance standards.
• Identify opportunities for cross-selling and upselling additional products or services.
• Contribute to a positive team environment while meeting individual and team performance goals.

Qualifications:

• Property & Casualty (P&C) License is required.
• Prior experience in a commercial insurance CSR role is highly preferred.
• Proficiency with Applied Epic software is a strong plus.
• Strong organizational skills with attention to detail and accuracy.
• Excellent communication and interpersonal skills, both written and verbal.
• Ability to multitask and prioritize in a fast-paced environment.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Strong problem-solving skills and a proactive approach to customer service.

Qualifications

• 2+years