Job description: Customer Service Agent – Commercial Lines
General Description: A Commercial Lines Customer Service Agent is part of a team of professionals who
manage, serve and advise clients regarding business insurance offerings. CSAs assist clients by responding
to their needs in a timely and efficient manner. They communicate with owners, insureds and carriers to
ensure excellent customer service through proactive, frequent and courteous customer interactions while
supporting the Commercial Lines team.
manage, serve and advise clients regarding business insurance offerings. CSAs assist clients by responding
to their needs in a timely and efficient manner. They communicate with owners, insureds and carriers to
ensure excellent customer service through proactive, frequent and courteous customer interactions while
supporting the Commercial Lines team.
Essential qualifications:
• WI Property & Casualty insurance license required.
• Relationship driven, effective communicator with outstanding customer service oriented skills. A
professional demeanor must be maintained at all times along with superior ethical standards. The
ability to work well with many types of people, external and internal, with a friendly, outgoing and helpful
personality.
• The ability and willingness to solve problems. Proactively initiate and follow through with multiple
projects, with frequently changing priorities in a fast‐paced environment.
• Results driven, self–directed, detail–oriented and adaptive with ability to efficiently produce quality work
output.
• High school diploma or equivalent is required, higher education including but not limited to professional
designations are encouraged. Knowledge of Microsoft Office is helpful.
Duties include:
• Interact professionally and positively with clients while acting as the first point of contact for incoming
client calls/walk–ins/emails regarding billing, coverage questions and policy changes in an efficient
manner in compliance with workflow guidelines.
• Assist clients and document claim reports, forward to company, and update customers on claim status
in absence of claim agent.
• Accurately document ALL customer interactions and transactions, recording details of inquiries and
comments as well as actions taken in the agency’s management system. Electronically file and
maintain organization of client documentation and communication records in the agency management
system. Maintain account files, verifying and updating account information.
• Prepare and process new business and renewals by gathering updated information from clients,
reviewing claim activity, recommending coverages and rating policies. Work with producers and
underwriters to obtain quotes, negotiate programs, rates and determine appropriate carriers for clients
on existing and new business.
• Responsible for policy administration, processing rewrites, endorsements, cancellations, and any other
miscellaneous changes.
• Verify/complete internal reports as detailed in the workflow guidelines.
• Cross sale of new or additional services or products.
• Provide support to other members of team, as needed.
• Update job knowledge by participating in education opportunities.
• Perform other functions as directed by management.
• Adhere to guidelines in the employee handbook
• Maintain a clean, professional work area.
• WI Property & Casualty insurance license required.
• Relationship driven, effective communicator with outstanding customer service oriented skills. A
professional demeanor must be maintained at all times along with superior ethical standards. The
ability to work well with many types of people, external and internal, with a friendly, outgoing and helpful
personality.
• The ability and willingness to solve problems. Proactively initiate and follow through with multiple
projects, with frequently changing priorities in a fast‐paced environment.
• Results driven, self–directed, detail–oriented and adaptive with ability to efficiently produce quality work
output.
• High school diploma or equivalent is required, higher education including but not limited to professional
designations are encouraged. Knowledge of Microsoft Office is helpful.
Duties include:
• Interact professionally and positively with clients while acting as the first point of contact for incoming
client calls/walk–ins/emails regarding billing, coverage questions and policy changes in an efficient
manner in compliance with workflow guidelines.
• Assist clients and document claim reports, forward to company, and update customers on claim status
in absence of claim agent.
• Accurately document ALL customer interactions and transactions, recording details of inquiries and
comments as well as actions taken in the agency’s management system. Electronically file and
maintain organization of client documentation and communication records in the agency management
system. Maintain account files, verifying and updating account information.
• Prepare and process new business and renewals by gathering updated information from clients,
reviewing claim activity, recommending coverages and rating policies. Work with producers and
underwriters to obtain quotes, negotiate programs, rates and determine appropriate carriers for clients
on existing and new business.
• Responsible for policy administration, processing rewrites, endorsements, cancellations, and any other
miscellaneous changes.
• Verify/complete internal reports as detailed in the workflow guidelines.
• Cross sale of new or additional services or products.
• Provide support to other members of team, as needed.
• Update job knowledge by participating in education opportunities.
• Perform other functions as directed by management.
• Adhere to guidelines in the employee handbook
• Maintain a clean, professional work area.
Work Status: Full time
Reporting: Operations Manager
Reporting: Operations Manager