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Commercial Lines Customer Service Representative

Job Overview

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Employment Type

Full-time
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Compensation

Salary
Range $55,000.00 - $60,000.00
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Benefits

Health
Dental
Vision
Health savings account
Paid Time Off
Paid holidays
401(k)
Life insurance
Work from home
great team culture

Job Description

Professional Insurance Advisors, LLC has been a trusted name in the insurance industry since 1985. Specializing in providing tailored insurance solutions, the company caters to both commercial and personal insurance needs. Its commitment to educating clients about potential risks and offering affordable, valuable insurance products has earned it a reputation for excellence. Operating with a team that boasts a combined experience of over 120 years in insurance, Professional Insurance Advisors focuses on delivering superior customer service and fostering strong client relationships. As a family legacy spanning four decades, the company values expertise, integrity, and teamwork, creating a supportive environment where... Show More

Job Requirements

  • License property and casualty (ANY state)
  • Minimum of 4 years of customer service representative experience in commercial lines with an independent insurance agency

Job Qualifications

  • Bachelor’s degree, Associate degree, or some college/no degree
  • License property and casualty (FL preferred)
  • Management system Hawksoft
  • Computer skills DocuSign, MS Excel, MS Outlook, MS Teams, MS Word, Zoom

Job Duties

  • Handle daily service needs including answering the commercial department phone line, endorsements, inspections, audits, payments and certificates of insurance that require endorsements
  • Manage small commercial renewals including underwriting updates, applications, marketing, risk analysis, proposals and binding
  • Assist with the management of the large commercial business renewal process by collaborating with the Producer on updating applications, marketing, analysis of coverage, creating proposals and the binding process
  • Prepare and process premium finance contracts
  • Follow up on commercial claims, update assigned Producers on large account issues and resolve small commercial claims issues per contract
  • Maintain accurate documentation and account records in the agency management system Hawksoft
  • Collaborate with internal team members and work with virtual assistants to ensure smooth account handling

Job Qualifications

Experience

Expert Level (7+ years)


Job Location

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