Customer Service Specialist - Commercial Lines
We’re seeking a Commercial Lines Customer Service Specialist (CSR) who takes that same approach - someone who values accuracy, builds strong relationships, and understands that exceptional service is built on trust.
In this role, you’ll help clients feel secure in their coverage by managing policies, processing endorsements, handling renewals, and ensuring every detail is handled with care and professionalism.
What We Offer
We believe great service starts with taking care of our people, and that means investing in your success from day one. With a salary starting at $65,000 plus performance-based incentives, you’ll also enjoy:
- Comprehensive health insurance, dental insurance, retirement plans, and paid time off
- Ongoing training and support for professional certifications (CISR, CIC, ACSR)
- A collaborative, supportive and growth-minded culture
- Hybrid flexibility after initial on boarding- 3 days per week in the office
- Manage client accounts by processing endorsements, renewals, certificates, and policy changes with accuracy and care
- Serve as the go-to contact for commercial clients, answering questions about coverages, billing, and claims
- Collaborate with producers and account managers on quotes, applications, and risk assessments
- Work directly with carriers to ensure policies are issued, modified, or renewed correctly
- Conduct policy reviews and audits to spot coverage gaps and recommend improvements
- Have a minimum 1-3 years of experience in commercial insurance or account management
- High school diploma required; associate or bachelor’s degree in business, finance, or a related field preferred
- Hold or are willing to obtain a Property & Casualty (P&C) license
- Bring strong knowledge of general liability, property, auto, workers’ comp, and umbrella policies
- Excel at communication, multitasking, and building client relationships
- Are tech-savvy and comfortable using systems like Applied Epic, AMS360, or Vertafore
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