Summit Bridge Partners ยท 1 day ago
Commercial Lines Client Service Rep
Summit Bridge Partners is seeking a Commercial Lines Client Service Representative to support their commercial clients with professional service and expert guidance on insurance needs. This role involves maintaining strong client relationships, processing insurance applications, and assisting in claims resolution to ensure client satisfaction and retention.
Responsibilities
Provide timely and professional assistance to commercial clients regarding their insurance policies, including coverage questions, billing inquiries, and policy changes
Process new business applications, renewals, endorsements, audits, and cancellations accurately and efficiently
Proactively identify client needs and recommend appropriate coverage options or enhancements to protect their business
Maintain accurate client and policy information in the agency management system
Assist in the claims process by guiding clients and collaborating with carriers to ensure fair and timely resolution
Coordinate with producers and underwriters to deliver comprehensive solutions for complex commercial accounts
Qualification
Required
2+ years in a customer service role, preferably within commercial insurance
Strong written and verbal communication skills
Tech-savvy, detail-oriented, and organized
Team-first mentality with a proactive and collaborative attitude
Preferred
Active P&C license preferred but not required with the right experience
Experience with an agency management system is a plus
Benefits
Full benefits package including health insurance and retirement contributions
Free parking
Company
Summit Bridge Partners
Welcome to SUMMIT BRIDGE PARTNERS! We're not just another recruitment firm; we're your dedicated partner in navigating the world of talent sourcing and career advancement in Property & Casualty and Group Benefits.
Funding
Current Stage
Early StageCompany data provided by crunchbase