Commercial Customer Service Representative jobs in United States
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Business Insurance Center · 2 days ago

Commercial Customer Service Representative

Business Insurance Center is a well-established company specializing in personal and commercial insurance across Florida. They are seeking a Commercial Customer Service Representative to support the Commercial Lines team by handling client service needs, managing policy submissions, and ensuring excellent service delivery.

Auto InsuranceCommercial InsuranceFinanceFinancial ServicesInsuranceLife InsuranceProperty Insurance
Hiring Manager
Robert Newsome
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Responsibilities

Receive and process all incoming new business leads
Gather underwriting information and required documents from prospects
Create submissions and prepare applications for quoting
Assist with proposal preparation and follow-up
Coordinate with carriers and the Commercial Manager during the quoting process
Answer client calls and emails promptly with professionalism and care
Process policy changes, endorsements, and updates accurately
Issue Certificates of Insurance (COIs) and respond to COI requests in a timely manner
Provide support during claims by gathering information and communicating with carriers
Assist with billing questions and help clients navigate invoices or payment issues
Assist Commercial Manager in collecting renewal information from clients
Update applications and files to prepare for marketing and quoting
Prepare renewal documents and schedule renewal review meetings when needed
Maintain accurate data in the agency management system (AMS)
Upload documents, notes, and correspondence consistently
Ensure compliance with carrier requirements, documentation standards, and agency workflows
Support E&O protection by following established procedures and communication guidelines

Qualification

Insurance experienceActive insurance licenseAMS systems familiarityCustomer service skillsDetail-orientedCommercial coveragesBilingual English/SpanishCommunication skillsOrganizational skills

Required

1–2+ years of experience in insurance (commercial lines preferred)
Active 4-40 or 2-20 license (required or willing to obtain)
Strong customer service, communication, and follow-up skills
High attention to detail and ability to work in a fast-paced environment
Experience issuing COIs, processing endorsements, and working with carriers
Familiarity with AMS systems (HawkSoft, EZLynx, Applied, or similar)

Preferred

Experience supporting Commercial Lines specifically
Bilingual English/Spanish preferred
Knowledge of common commercial coverages (GL, WC, BOP, Property, Auto, Umbrella)

Benefits

Health Insurance

Company

Business Insurance Center

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Business Insurance Center provides home and commercial insurance services.

Funding

Current Stage
Early Stage
Company data provided by crunchbase