Commercial Lines Customer Service Representative (CSR)
📋 Role Overview & Responsibilities
Commercial Lines Customer Service Representative (SCR)
Company Overview: Join our dynamic team at a leading independent insurance agency located in the vibrant city of Charleston, SC. We specialize in providing tailored insurance solutions for businesses of all sizes, offering a wide range of commercial insurance products and personalized service to our valued clients. At our company, we pride ourselves on fostering a friendly and supportive work environment where every team member is empowered to succeed and grow professionally.
Position Overview: We are currently seeking two dedicated Commercial Lines Customer Service Representatives (CSRs) to join our team. This is an in-office position with regular hours from Monday to Friday, 9:00 AM to 5:00 PM. As a Commercial Lines CSR, you will play a crucial role in supporting our Directors and our clients with their insurance needs, providing exceptional service and building lasting relationships.Responsibilities:
Assist clients with inquiries, policy changes, and coverage questions related to commercial insurance products.Process policy endorsements, renewals, and cancellations accurately and efficiently.Collaborate with insurance carriers to obtain quotes, bind coverage, and issue policies.Maintain organized and up-to-date client files and documentation in our agency management system (AMS360).Educate clients on insurance options, coverage limits, and risk management strategies.Work closely with our sales team to support new business acquisition and cross-selling opportunities.Provide administrative support as needed, including data entry, filing, and correspondence.Qualifications:
Previous experience in a customer service role within the insurance industry, preferably in commercial lines.Proficiency with AMS360 or similar agency management systems is required.Strong communication skills, both verbal and written, with the ability to effectively interact with clients and colleagues.Detail-oriented with excellent organizational and time management skills.Ability to multitask and prioritize tasks in a fast-paced environment.Team player with a positive attitude and a willingness to learn and adapt.High school diploma or equivalent; additional insurance-related certifications or coursework are a plus.Benefits:
Competitive salary commensurate with experience.Retirement savings plan with employer match.Paid time off and holidaysOpportunities for professional development and advancement within the company.Very well established and reputable agency in the SC market
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This position is located in Charleston, SC with potential relocation and sponsorship assistance depending on candidate qualifications.
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