Commercial Insurance CSR

Job Title: Commercial Lines Client Service Representative

Job Summary
An established and expanding insurance agency is looking for a Commercial Lines Client Service Representative to support account managers handling a varied portfolio of commercial accounts. This role is vital to delivering excellent client service and ensuring that day-to-day service operations run smoothly for businesses of all sizes and industries.

Key Responsibilities

• Prepare quotes and issue certificates of insurance, endorsements, and ID cards for clients and prospects
• Review policies for accuracy and maintain up-to-date client information in the agency management system
• Assist account managers with documentation, renewals, and policy changes
• Perform a range of service tasks and back-office functions with accuracy and efficiency
• Keep detailed and organized client files and maintain clear internal communication
• Contribute to the preparation of renewal documents and assist with processing policy updates as needed

Qualifications & Skills

• Required to have Microsoft Office proficiency especially Excel and Outlook
• Ideally have at least 2 years of experience in the insurance industry
• Proven experience managing accounts of various sizes and industries
• Working knowledge of client management systems
• Property & Casualty license preferred but not required
• Excellent organizational skills and keen attention to detail
• Strong service-oriented attitude and ability to handle multiple tasks in a collaborative, fast-paced setting

Please send an application to Michael Babcock at office@babcockifs.com if interested. Thank you.