Commercial Lines Customer Service - Agent
HybridOnalaska, Wisconsin, United States
Job Summary
Manage client communications regarding renewals, policy changes, audits, and billing inquiries while responding promptly to questions about coverage and claims. Process endorsements, cancellations, certificates of insurance, and other policy changes for a portfolio of commercial accounts across multiple industries. Prepare and review renewal submissions, applications, and proposals, then coordinate with underwriters and carriers to obtain quotes and coverage options. Maintain accurate documentation within agency management systems and ensure adherence to insurance regulations. Support producers and account managers in marketing new and renewal business with a focus on retention while continuing to build technical knowledge of commercial insurance products.
Required Qualifications
- High school diploma or equivalent
- Active Property & Casualty insurance license, or ability to obtain within a specified timeframe
- Strong written and verbal communication skills
- Excellent organizational, time‐management, and prioritization skills
- High attention to detail and accuracy
Desired Qualifications
- Associate or bachelor's degree
- Two or more years of commercial lines servicing experience
- Working knowledge of commercial insurance products such as general liability, property, workers' compensation, auto, and umbrella
- Experience with agency management systems such as Applied Epic or AMS360
- Professional designations such as CISR or CIC, or willingness to pursue
- Client‐first mindset
- Detail orientation and accuracy
- Accountability and follow‐through
- Professional communication
- Collaboration and teamwork
- Continuous learning and development
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