Commercial Lines Customer Service Representative
Core
Administrative support for commercial insurance accounts, handling policy issuance, billing, and claims intake.
Role type
Commercial Lines Customer Service Representative
Builds
Policy documents, invoices, and administrative records for commercial clients
Domain
Insurance / Property & Casualty
Deliverable
product features
Required skills
Policy administration, billing reconciliation, claims intake processing, data entry, communication
Preferred skills
Commercial Lines experience, Property and Casualty licensing, fleet schedule management
Technologies
Paperless file systems, carrier software, invoicing tools
Responsibilities
Issue auto ID cards, binders, certificates & Evidence of Property; Order loss runs and input information; Process change requests and cancellations; Handle claims intake for the unit; Reconcile fleet schedules; Prepare policies to be delivered.