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COVU · 2 months ago

Commercial Lines - Client Service Representative (CSR)

United States

Full-time

Remote

Mid Level

$40K/yr - $60K/yr

3+ years exp

COVU is an innovative technology-focused company disrupting the insurance industry by delivering exceptional customer experiences through technology and sales support. The Commercial Lines CSR will support account executives by managing day-to-day operations for commercial insurance clients, ensuring timely policy processing and maintaining client satisfaction.

FinanceFinancial ServicesInsurance

Responsibilities

Policy Servicing: Process endorsements, audits, rating submissions, and policy changes accurately and within deadlines

Client Support: Serve as the first point of contact for inbound client calls, addressing basic coverage or policy questions and routing complex queries to the Account Manager or Account Executive

AMS Operations: Work daily in Agency Management Systems (AMS) to access policy details, update records, and maintain data accuracy

Task Management: Track, follow up, and close out service tickets using workflow tools and AMS task queues

Communication: Manage customer interactions with professionalism — over phone, email, and internal notes

Team Collaboration: Partner with Account Managers and Account Executives to maintain high retention and customer satisfaction

International Team Coordination: Lead offshore teammates in processing tasks, checking outputs, and maintaining quality control

Continuous Improvement: Identify repetitive or automatable tasks that could be delegated or optimized through technology or AI