Commercial Lines CSR

Direct-Hire/Permanent

Onsite in Covington, LA

 

About our Client:

Our client is a major player in the insurance and employee benefits brokerage industry. It ranks among the top globally and offers a wide range of insurance products and services, including property, casualty, risk management, life and health, employee benefits, investment, and wealth management. With a workforce exceeding 14,000 individuals and a widespread presence with over 500 offices across North America, this company has experienced significant growth, partly attributable to its success in mergers and acquisitions.

Job Description:

The Commercial Lines Customer Service Representative entails overseeing the ongoing management of designated accounts under the guidance of the Account Executive and/or Producer. This position necessitates direct engagement with clients, Account Executives, Producers, insurance companies, finance companies, and various departments within the organization.

Top skills: Insurance Industry | Microsoft Excel | Self-Starter skills | Customer Service | Presentation Skills | Communication Skills

Key Responsibilities:

• Issuing auto ID cards, binders, certificates, and Evidence of Property
• Managing orders for loss runs, MVRs, and E Mods
• Processing change requests and cancellations, including follow-up and documentation
• Conducting audits, rate checks, and invoicing tasks
• Supporting Account Managers and Executives in policy management and updates
• Handling new business processing, renewals, and billing updates
• Managing document scanning and digital filing processes
• Coordinating correspondence with carriers and preparing invoices
• Facilitating policy deliveries and reconciliation of fleet schedules
• Assisting in the preparation of proposals and finance agreements
• Providing administrative support, including scanning, mail, and phone assistance
• Collaborating on various projects and handling claims intake as required

Requirements:

• Bachelor's Degree Preferred
• 1-2+ years of experience in Commercial Lines preferred
• Active Property and Casualty License preferred or willingness to obtain within 60 days of hire
• Proficiency in computer skills and software applications
• Excellent written and verbal communication skills
• Strong organizational abilities with keen attention to detail

Pay and Benefits Summary:

• Competitive salaries and benefits offerings

• Medical/dental/vision insurance and voluntary insurance options

• Health Savings Account funding

• 401k matching program

• Company paid Life and Short-Term Disability Plans

• Supplemental Life and Long-Term Disability Options

• Comprehensive Wellness Program

• Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off

• Great work/life balance because that’s important for all of us!

• Focus on creating a meaningful environment through employee engagement events

• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!

• Growth potential - We are constantly growing and so can your career!

• A rewarding career that helps local businesses in the community

• Strong community support and involvement

Insurance Industry | Microsoft Excel | Self-Starter skills | Customer Service | Presentation Skills | Communication Skills