Commercial Lines CSR

About Our Client:

They prioritize a positive, welcoming, flexible, and growth-oriented work environment. Their clients span a wide range of industries, all with a shared need for an outsourced risk and insurance team that truly understands their risk management strengths, challenges, and opportunities. These industries include building materials, manufacturing, real estate, country clubs, restaurants, summer camps, swim schools, hedge funds, technology-driven organizations, and professional services, among others.

As our team continues to grow, we’re looking for a proactive and tech-savvy Commercial Lines Customer Service Representative (CSR). If you have a passion for supporting clients with risk management and insurance services as part of a dynamic and forward-thinking firm, we’d love to connect with you!

Position Overview:

This role supports a variety of small to mid-sized commercial accounts. It’s ideal for someone with a broad understanding of commercial lines insurance. You’ll assist Account Managers by processing policy changes, maintaining accurate records in the agency management system (EPIC), and ensuring timely delivery of renewal applications and documentation.

The ideal candidate is comfortable using technology to streamline processes and deliver excellent service. You’ll work with modern tools and software to manage your workload effectively and efficiently.

They offer hybrid work flexibility, combining remote work with time in the office to provide the best of both worlds.

Key Responsibilities:

• Handle service requests for certificates, auto ID cards, and billing inquiries.

• Process binders, invoices, finance agreements, certificates, and auto ID cards.

• Track and confirm receipt of carrier policies, endorsements, and audits.

• Retrieve loss runs from carrier websites as needed or requested by clients.

• Resolve endorsement, billing, or cancellation issues directly with carriers.

• Maintain up-to-date client files within the agency management system.

• Collaborate with account managers, producers, and internal team members.

• Stay informed on industry trends, coverage options, and product updates.

Qualifications:

• High school diploma required; college degree a plus.

• 2+ years of commercial lines insurance experience preferred.

• Proficient with EPIC/Applied.

• Strong understanding of property, liability, and commercial coverages.

• State insurance license required.

• Comfortable with technology, including Microsoft Office and agency management systems.

Benefits:

• Medical – IBC PPO Bronze HSA or IBC PPO Silver Classic

• Health Savings Account – IBC

• Guardian PPO Dental

• Guardian Group Life and AD&D

• Guardian Group Short-Term Disability

• Guardian Voluntary Life AD&D

• Retirement Plan – launching by end of June 2025