Commercial Lines Customer Service Representative
Core
Day-to-day servicing of specific commercial insurance accounts, including policy administration, 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
Required skills
Commercial Lines insurance experience, Property and Casualty licensing, policy administration, billing reconciliation, claims intake, data entry, communication
Preferred skills
Active Property and Casualty License, 1-2 years of relevant experience, computer proficiency
Technologies
Various software programs for policy and billing management
Responsibilities
Issue auto ID cards, binders, certificates & Evidence of Property; Order loss runs and input information; Process change requests and cancellations; Handle audits and invoicing; Support Account Managers and Executives; Process new business and renewals; Set up/update billing information; Scan and input correspondence; Email signed forms to carriers; Prepare policies for delivery; Reconcile fleet schedules; Handle claims intake
Seniority
Entry-level to Junior