Customer Service Representative (CSR)
Core
Support clerical and administrative processes for a commercial insurance broker's book of business, handling renewals, new business, and client requests.
Role type
Customer Service Representative (Insurance Brokerage)
Builds
Policy binders, certificates, invoices, and account summaries for commercial lines clients.
Domain
Insurance / Commercial Lines
Required skills
Commercial Lines procedures knowledge, policy review accuracy, agency automation proficiency, insurance license
Preferred skills
1+ years insurance experience, High School Diploma or equivalent
Technologies
Agency automation systems
Responsibilities
Handle client requests for information, endorsements, and cancellations; Review policies, audits, and quotations for accuracy; Prepare binders, certificates, and invoices; Analyze insurance exposures and account summaries; Resolve unbilled items and account differences.
Seniority
Entry-level to Mid-level