Commercial Customer Service Representative

Commercial Customer Service Representative

Cedar City, UT.

The position is a commercial lines account servicing role involving renewals, policy processing, carrier interactions, customer service, and account management, with opportunities to work independently and support the broader agency team.

Key Responsibilities:

• Service small to medium-sized commercial accounts and act as the primary day-to-day contact for clients, agencies, carriers, and brokers.
• Maintain renewals, submit applications to carriers, negotiate pricing, review quotes, and amend coverage as needed.
• Process policy changes, endorsements, cancellations, binders, certificates, invoices, and related insurance documents.
• Prepare insurance proposals, summaries, and client documents.
• Maintain accurate records in the agency management system and perform account servicing activities through carrier websites.
• Handle billing, premium collection, and account reconciliation
• Provide excellent customer service, problem solving, and communication with clients, agencies, and carriers.
• Mentor other CSRs and contribute to team operations.

Qualifications:

• 3+ years of commercial insurance experience preferred.
• Property & Casualty license required.
• Strong communication, negotiation, organizational, and customer service skills.
• Ability to work independently while maintaining a team-oriented environment.
• Proficiency with Microsoft Word, Excel, internet applications, and general office systems.