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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

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

Job Description

Professional Insurance Advisors, LLC has been a trusted provider of commercial and personal insurance solutions since 1985. With a rich legacy spanning over 40 years, this family-owned insurance agency has built a reputation for delivering expert guidance and comprehensive coverage tailored to meet the unique needs of each client. The company prides itself on educating clients about their risks and offering affordable insurance products that provide peace of mind and financial security. With a team boasting over 120 years of combined insurance industry experience, Professional Insurance Advisors emphasizes customer service excellence and fosters a collaborative, knowledgeable work environment where employees... 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

  • License: Property and Casualty (ANY state)
  • Minimum of 4 years of customer service representative experience in commercial lines with an independent insurance agency
  • Bachelor’s Degree, Associate Degree, or Some College/No Degree
  • License: Property and Casualty (FL)
  • 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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