Job details

Commercial Lines CSR

Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!Job detailsThis Jobot Job is hosted by Dana StarkAre you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.Salary $50,000 - $55,000 per yearA Bit About UsWe are one of the largest independent insurance agencies in California. We provide all lines of insurance to a group of clients throughout the U.S.Why join us?As one of California’s largest and fastest growing independent insurance agencies, we are committed to be on the leading edge of insurance in the state. Whether it’s through training, securing unique lines of coverage or developing new resources, we are dedicated to be at the forefront to make a difference for our clients.Job DetailsThe Commercial Lines Customer Service Representative is responsible for providing exceptional service to commercial insurance clients by handling inquiries, processing policy changes, and managing renewals. This role requires a thorough understanding of commercial insurance products and the ability to build strong relationships with clients and underwriters.Key ResponsibilitiesClient InteractionRespond to client inquiries via phone, email, and in-person, providing information and assistance related to commercial insurance policies.Address client concerns and resolve issues promptly and professionally.Policy ManagementProcess policy changes, endorsements, and renewals accurately and efficiently.Ensure all documentation is complete and up-to-date.Quoting and ProposalsAssist in preparing quotes and proposals for new and existing clients.Collaborate with underwriters to obtain competitive pricing and coverage options.Claims AssistanceGuide clients through the claims process, providing support and follow-up to ensure timely resolution.Coordinate with claims adjusters and underwriters as needed.Documentation and Record KeepingMaintain accurate and organized client files and records.Ensure Compliance With Company Policies And Regulatory Requirements.Account ManagementDevelop and maintain strong relationships with clients to ensure satisfaction and retention.Conduct periodic reviews of client accounts to identify coverage gaps and recommend appropriate solutions.Team CollaborationWork closely with producers, account managers, and other team members to ensure seamless service delivery.Participate in team meetings and contribute to the development of best practices.QualificationsHigh school diploma or equivalent; a bachelor’s degree in business, finance, or a related field is preferred.Previous experience in commercial insurance, customer service, or a related field is highly desirable.Strong understanding of commercial insurance products and coverage.Excellent communication and interpersonal skills.Proficient in using insurance software and Microsoft Office Suite.Detail-oriented with strong organizational and multitasking abilities.Ability to work independently and as part of a team.Insurance licensing as required by state regulations.Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.Want to learn more about this role and Jobot?Click our Jobot logo and follow our LinkedIn page!

Jobot Glassdoor Company Review

3.5

Jobot DE&I Review

4.0

CEO of Jobot

Heidi Golledge

Approve of CEO

Average salary estimate

$52500 / YEARLY (est.)

min

max

$50000K

$55000K

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What You Should Know About Commercial Lines CSR, Jobot

Are you looking to launch your career as a Commercial Lines Customer Service Representative at a leading insurance agency? Look no further than Jobot in beautiful San Luis Obispo, CA! We pride ourselves on being one of the largest independent insurance agencies in California, dedicated to delivering top-notch insurance solutions to clients across the U.S. In this dynamic role, you'll be the frontline support for our commercial insurance clients, responding to inquiries, processing policy changes, and managing renewals with a smile. Your understanding of commercial insurance products will enable you to build strong relationships with clients and underwriters alike. Imagine guiding clients through the claims process and providing solutions that matter—while also having the opportunity to work closely with a fantastic team of professionals! At Jobot, we invest in your success through training and resources to keep you at the forefront of the insurance sector. If you’re detail-oriented, have previous experience in commercial insurance, and possess excellent communication skills, we’d love to hear from you. Join us and help make a difference in our client's lives every day!

Frequently Asked Questions (FAQs) for Commercial Lines CSR Role at Jobot

What are the primary responsibilities of a Commercial Lines CSR at Jobot?

As a Commercial Lines Customer Service Representative at Jobot, you will handle client inquiries, process policy changes, and manage renewals. Building strong relationships with clients and underwriters will be pivotal, as will assisting with claims and ensuring compliance with company policies and regulations.