Insurance Recruiter Services ยท 2 weeks ago
Commercial Lines CSR
Phoenix, AZ
Full-time
Onsite
Entry, Mid Level
$40K/yr - $55K/yr
2+ years expInsurance Recruiter Services is an agency focused on providing exceptional service to small business commercial clients. The Commercial Insurance Customer Service Representative (CSR) will support clients by ensuring policy accuracy and delivering a smooth client experience throughout the insurance process.
Staffing & Recruiting
Hiring Manager
Houston Hamilton
Responsibilities
Provide day-to-day service support for a portfolio of small business commercial accounts including a segment of house accounts
Serve as a primary point of contact for commercial clients regarding policy changes, certificates, endorsements, and coverage questions
Respond to client inquiries in a timely, professional manner
Build strong, long-term relationships with clients through consistent, high-quality service
Process endorsements, renewals, audits, cancellations, and policy changes
Prepare and issue certificates of insurance (COIs) and evidence of property insurance (EPIs)
Review policies, confirms endorsements, and binders for accuracy
Maintain complete and accurate documentation in the agency management system
Assist with renewal preparation, including gathering underwriting information and documentation
Support account managers and producers with marketing submissions and proposals
Track follow-ups, suspense items, and carrier responses
Communicate with insurance carriers to obtain policy information, endorsements, and documentation
Collaborate with producers, account managers, and internal teams to ensure seamless service delivery
Escalate issues when appropriate to maintain client satisfaction
Qualification
Required
Active Property & Casualty insurance license
2+ years of experience in commercial insurance service or account management
Strong understanding of commercial insurance coverages and terminology
Excellent organizational, communication, and customer service skills
Ability to manage multiple priorities and meet deadlines
Proficiency with agency management systems (AMS360 experience preferred)
Preferred
Experience within the independent agency model
Familiarity with certificates, endorsements, and renewal workflows
Benefits
Medical Plan
Dental Plan
Vision Plan
401k
Live Health Online
Life Insurance
Disability
Supplemental Benefits
No waiting period to use accrued PTO
Training
Employee Assistance Program
National Discounts & much more!
Company
Insurance Recruiter Services
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase