Customer Service Representative
Core
Licensed commercial insurance service professional handling policy changes, certificates, bindings, and coverage questions for business owners.
Role type
Licensed commercial insurance service representative
Builds
Current commercial insurance policies and certificates for growing business clients
Domain
Commercial insurance / Property & Casualty
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Commercial lines insurance licensing, policy endorsements, certificate issuance, binding requests, coverage interpretation, audit intake, billing corrections, carrier portal navigation
Preferred skills
E&S and surplus lines experience, premium finance familiarity, workers' comp knowledge, bilingual Spanish
Technologies
Carrier portals, DocuSign, service workbench, premium finance systems
Responsibilities
Issue endorsements and certificates matching contract requirements, process bind requests and policy deliveries, answer coverage questions from policies, manage cancellations and reinstatements, prepare renewals with exposure updates, conduct audit intakes, resolve billing corrections, hand off complex cases to specialists
Seniority
Mid-level individual contributor with growth path to specialist