Commercial Lines Customer Service Representative
Core
Provide support to clients and Account Executives in obtaining, maintaining, and servicing commercial lines insurance accounts.
Role type
Commercial Lines Customer Service Representative
Builds
Commercial insurance policies, Certificates of Insurance (COIs), and Endorsements of Policy (EOPs) for local businesses
Domain
Insurance / Commercial Lines
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Commercial insurance knowledge, policy administration, COI/EOP generation, premium payment processing, client communication, loss run coordination, premium audit support, Microsoft Office proficiency
Preferred skills
Florida 4-40 license, 2-20 license
Technologies
EPIC, Microsoft Word, Outlook, Excel
Responsibilities
Respond to client inquiries regarding policies, coverage, and billing; Generate and process COIs and EOPs within 24-48 hours; Process policy endorsements (vehicles, drivers, addresses); Manage premium payments and cancellations; Retrieve and distribute policy documentation; Create Summaries of Insurance; Review policies for accuracy against binders; Coordinate loss run requests; Support premium audit processes; Maintain client files in EPIC
Seniority
Junior, individual contributor