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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!
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Average salary estimate

$52500 / YEARLY (est.)
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$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.

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What qualifications do I need to become a Commercial Lines CSR with Jobot?

To qualify for the Commercial Lines Customer Service Representative position at Jobot, you typically need a high school diploma, though a bachelor's degree in business or finance is preferred. Experience in commercial insurance, customer service, and a strong grasp of insurance products are crucial, alongside effective communication skills.

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How does Jobot support its Commercial Lines CSRs in their roles?

Jobot is committed to supporting its Commercial Lines Customer Service Representatives through ongoing training, resources, and collaboration. You'll work closely with a dedicated team, which promotes best practices and allows for personal and professional growth in the insurance industry.

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What is the salary range for a Commercial Lines CSR at Jobot?

The salary for the Commercial Lines Customer Service Representative at Jobot is competitive, ranging from $50,000 to $55,000 per year. This reflects our belief in rewarding our team members for their hard work and dedication.

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Is insurance licensing required for the Commercial Lines CSR position at Jobot?

Yes, as a Commercial Lines Customer Service Representative at Jobot, you will be required to obtain insurance licensing in accordance with state regulations. This is essential to provide clients with accurate and compliant service regarding their commercial insurance needs.

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Common Interview Questions for Commercial Lines CSR
What do you believe is the most important quality for a Commercial Lines CSR?

The most important quality for a Commercial Lines Customer Service Representative is the ability to communicate effectively and empathetically. Building trust with clients is crucial, so being approachable, understanding, and responsive will help foster those relationships.

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Can you describe your experience with policy management in commercial insurance?

When discussing your policy management experience, focus on specific examples where you accurately processed endorsements or renewals. Highlight your attention to detail and how you ensured compliance with industry regulations during these processes.

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How would you handle a dissatisfied client regarding their commercial insurance policy?

Addressing a dissatisfied client requires active listening and empathy. Reassure them that their concerns are valid, and provide clear steps on how you will resolve the issue. Demonstrating knowledge about the policy while maintaining a calm demeanor will help in diffusing the situation.

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What methods do you use to stay organized in a busy work environment?

In a busy work environment, using a combination of digital tools like task management software and traditional methods like to-do lists can help me stay organized. Prioritizing tasks based on urgency and setting reminders, alongside regular communication with my team, are key strategies.

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What steps would you take to understand a new commercial insurance product?

To understand a new commercial insurance product, I would begin by studying available training materials and resources provided by the company. Engaging with colleagues who have experience with the product and reaching out to underwriters for insights would also be beneficial.

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How do you approach collaboration with underwriters and producers?

Collaboration with underwriters and producers is centered around open communication. I like to establish regular check-ins to discuss client needs and gather information quickly, ensuring we can provide optimal coverage options and competitive quotes.

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What measures do you take to ensure compliance with insurance regulations?

To ensure compliance with insurance regulations, I stay updated on industry standards and company policies through training sessions and workshops. Additionally, I consistently review documentation and follow established protocols in managing policies and claims.

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Describe a time when you successfully assisted a client through the claims process.

When assisting a client through the claims process, I focused on clearly outlining the steps they needed to follow and providing regular updates. I sought to ensure they felt supported, and by coordinating with the claims adjuster, I was able to expedite their claim's resolution.

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What do you consider to be the biggest challenge in commercial insurance customer service?

The biggest challenge in commercial insurance customer service often involves navigating complex policy details and varying client expectations. Being proactive in communication and ensuring clients understand their coverage options can greatly mitigate misunderstandings.

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Why do you want to work as a Commercial Lines CSR for Jobot?

I am drawn to Jobot’s reputation for excellence and commitment to client satisfaction. I believe that my passion for providing exceptional customer service and my background in commercial insurance will allow me to contribute positively to the team and support clients effectively.

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Jobot wants to help put the world to work. Utilizing a culture of kindness and respect, intelligent technology and experienced recruiters, Jobot helps make smarter job matches for people. Jobot's lives its mission through its commitment of kindn...

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